W.G. Shaheen & Associates DBA Whitney & Co

Position in IREN — IREN Ltd

CIK 1577001 ROCHESTER, NY

Position in IREN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$872,299

+$198,012 QoQ

Shares Held

19,075

-3.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#318

of 674 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

W.G. Shaheen & Associates DBA Whitney & Co holds $48,104,777 across 4 Capital Markets names. IREN ranks #4 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	314,379	$29,007,750
2	IBKR	Interactive Brokers Group, Inc.	193,511	$16,843,197
3	GS	Goldman Sachs Group Inc	1,366	$1,381,531
4	IREN	IREN Ltd This page	19,075	$872,299

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$872,299	19,075	-3.0%	Shares	Sole	2026-07-28
2026-03-31	$674,287	19,670	+8.2%	Shares	Sole	2026-05-05
2025-12-31	$686,658	18,180	—	Shares	Sole	2026-01-30
No filing history on record for this holder in this stock.