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WealthPlan Investment Management’s Iris Energy IREN Stock Holding History

WealthPlan Investment Management’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
2026
Q2 		$493K Sell
10,786
-296
-3% -$15.4K 0.02% 322
2026
Q1 		$380K Buy
+11,082
New +$500K 0.02% 348

Other funds holding IREN

MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
VL
Vima LLC Troy, Michigan $103M AUM

WealthPlan Investment Management's IREN Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Iris Energy (IREN) stake by 2.7% in Q2 2026, selling an estimated $15.4K and leaving 10,786 shares worth $493K. The position accounts for 0.02% of the portfolio, ranked #322.

WealthPlan Investment Management first reported a position in IREN in Q1 2026 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • WealthPlan Investment Management held 10,786 shares of Iris Energy worth $493K as of Q2 2026.
  • WealthPlan Investment Management sold 296 Iris Energy shares in Q2 2026, an estimated $15.4K.
  • Iris Energy made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #322 holding.
  • WealthPlan Investment Management first reported a position in Iris Energy in Q1 2026 and has held it in 2 quarters since.
  • 174 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.