Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Iris Energy IREN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IREN Stock Details IREN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,500
Closed -$4.55K – 3035
2024
Q3 		$4.55K Buy
+2,500
New +$23K ﹤0.01% 2751

Other funds holding IREN

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Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's IREN Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Iris Energy (IREN) stake by 14% in Q3 2026, buying an estimated $708K and bringing the position to 140,999 shares worth $5.04M. The position accounts for 0.01% of the portfolio, ranked #1086.

Wealth Enhancement Advisory Services first reported a position in IREN in Q3 2024 and has held it in 9 quarters since. The position peaked at $7.11M in Q3 2025. 67 funds tracked by Wall St. Rank hold IREN as of Q3 2026.

  • Wealth Enhancement Advisory Services held 140,999 shares of Iris Energy worth $5.04M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 17,248 Iris Energy shares in Q3 2026, an estimated $708K.
  • Iris Energy made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1086 holding.
  • Wealth Enhancement Advisory Services first reported a position in Iris Energy in Q3 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's Iris Energy position peaked at $7.11M in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Iris Energy as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.