Position in IREN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$22,407
+$7,324 QoQ
Shares Held
490
+11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#559
of 672 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in IREN Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $1,608,671 across 11 Capital Markets names. IREN ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
8,677 | $800,626 | |
| 2 | MS |
Morgan Stanley
|
2,602 | $543,922 | |
| 3 | GS |
Goldman Sachs Group Inc
|
96 | $97,091 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
646 | $56,227 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
366 | $36,702 | |
| 6 | WULF |
Terawulf Inc.
|
920 | $22,724 | |
| 7 | IREN |
IREN Ltd
This page
|
490 | $22,407 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
54 | $15,210 |
All Filings in IREN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,407 | 490 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $15,083 | 440 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,287 | 140 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||