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Wealthspire Advisors (New York)’s Iris Energy IREN Stock Holding History

Wealthspire Advisors (New York)’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 		$7.61M Buy
+166,475
New +$8.66M 0.04% 204
2025
Q4 		– Sell
-1,984
Closed -$93.1K – 1956
2025
Q3 		$93.1K Buy
+1,984
New +$48.2K ﹤0.01% 1032

Other funds holding IREN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealthspire Advisors (New York)'s IREN Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Iris Energy (IREN) in Q2 2026: 166,475 shares worth $7.61M. The stake represents 0.04% of the portfolio and ranks #204 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in IREN as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in IREN in Q3 2025 and has held it in 2 quarters since. 679 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Wealthspire Advisors (New York) held 166,475 shares of Iris Energy worth $7.61M as of Q2 2026.
  • Iris Energy was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Iris Energy made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #204 holding.
  • Wealthspire Advisors (New York) first reported a position in Iris Energy in Q3 2025 and has held it in 2 quarters since.
  • 679 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.