Position in IREN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$291,757
+$64,790 QoQ
Shares Held
6,380
-3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#438
of 672 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IREN Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $17,338,351 across 7 Capital Markets names. IREN ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
29,893 | $6,248,832 | |
| 2 | GS |
Goldman Sachs Group Inc
|
5,538 | $5,600,967 | |
| 3 | SCHW |
Schwab Charles Corp
|
40,951 | $3,778,548 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
5,905 | $592,153 | |
| 5 | MARA |
MARA Holdings, Inc.
|
40,606 | $564,017 | |
| 6 | IREN |
IREN Ltd
This page
|
6,380 | $291,757 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
3,011 | $262,077 |
All Filings in IREN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,757 | 6,380 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $226,967 | 6,621 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||