Position in IREN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$411
+$240 QoQ
Shares Held
9
+80.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#661
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, 2026True Wealth Design, LLC holds $854,220 across 32 Capital Markets names. IREN ranks #26 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
524 | $178,914 | |
| 2 | JEF |
Jefferies Financial Group Inc.
|
2,158 | $107,856 | |
| 3 | TW |
Tradeweb Markets Inc.
|
1,012 | $100,855 | |
| 4 | MS |
Morgan Stanley
|
411 | $85,915 | |
| 5 | MKTX |
Marketaxess Holdings Inc
|
598 | $67,867 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
649 | $65,081 | |
| 7 | GS |
Goldman Sachs Group Inc
|
64 | $64,727 | |
| 8 | SCHW |
Schwab Charles Corp
|
560 | $51,671 |
All Filings in IREN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411 | 9 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $171 | 5 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||