Position in IREN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,659,133
+$1,340,368 QoQ
Shares Held
123,751
-1.8% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#150
of 674 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IREN Over Time
Shares Held
Position Value (USD)
Derivatives in IREN
reported options exposure · as of Sep 30, 2024CallValue
$21,100
CallShares
2,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $455,007,358 across 38 Capital Markets names. IREN ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
730,082 | $152,616,341 | |
| 2 | GS |
Goldman Sachs Group Inc
|
84,239 | $85,196,797 | |
| 3 | SCHW |
Schwab Charles Corp
|
732,753 | $67,611,119 | |
| 4 | WULF |
Terawulf Inc.
|
1,959,166 | $48,391,400 | |
| 5 | MC |
Moelis & Co
|
283,885 | $18,571,756 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
138,296 | $13,868,322 | |
| 7 | TW |
Tradeweb Markets Inc.
|
96,556 | $9,622,770 | |
| 8 | EVR |
Evercore Inc.
|
26,830 | $9,160,835 |
All Filings in IREN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,659,133 | 123,751 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,318,765 | 125,985 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,263,364 | 112,877 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,407,743 | 115,230 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $892,383 | 61,248 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $352,860 | 57,941 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $556,577 | 56,678 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $21,100 | 2,500 | Call | Sole | 2024-10-24 | |
| 2024-09-30 | $478,362 | 56,678 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||