Whitney & Co’s Iris Energy IREN Stock Holding History

Whitney & Co’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	$872K	Sell	19,075 -595	-3%	-$30.9K	0.06%	104
2026 Q1	$674K	Buy	19,670 +1,490	+8%	+$67.3K	0.06%	112
2025 Q4	$687K	Buy	+18,180	New	+$938K	0.05%	110

Other funds holding IREN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Whitney & Co's IREN Position: Q2 2026 in Review

Whitney & Co reduced its Iris Energy (IREN) stake by 3% in Q2 2026, selling an estimated $30.9K and leaving 19,075 shares worth $872K. The position accounts for 0.06% of the portfolio, ranked #104.

Whitney & Co first reported a position in IREN in Q4 2025 and has held it in 3 quarters since. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

Whitney & Co held 19,075 shares of Iris Energy worth $872K as of Q2 2026.
Whitney & Co sold 595 Iris Energy shares in Q2 2026, an estimated $30.9K.
Iris Energy made up 0.06% of Whitney & Co's portfolio in Q2 2026, its #104 holding.
Whitney & Co first reported a position in Iris Energy in Q4 2025 and has held it in 3 quarters since.
676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.