XML Financial’s Iris Energy IREN Stock Holding History

XML Financial’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	$228K	Buy	+4,977	New	+$259K	0.02%	416
2025 Q1	–	Sell	-20,000	Closed	-$196K	–	383
2024 Q4	$196K	Buy	+20,000	New	+$213K	0.02%	339

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 $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

XML Financial's IREN Position: Q2 2026 in Review

XML Financial opened a new position in Iris Energy (IREN) in Q2 2026: 4,977 shares worth $228K. The stake represents 0.02% of the portfolio and ranks #416 among its holdings. This is a return to the name: XML Financial previously reported a position in IREN as recently as Q4 2024.

XML Financial first reported a position in IREN in Q4 2024 and has held it in 2 quarters since. 679 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

XML Financial held 4,977 shares of Iris Energy worth $228K as of Q2 2026.
Iris Energy was a new XML Financial position in Q2 2026.
Iris Energy made up 0.02% of XML Financial's portfolio in Q2 2026, its #416 holding.
XML Financial first reported a position in Iris Energy in Q4 2024 and has held it in 2 quarters since.
679 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.