Position in IREN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$617,995
+$230,289 QoQ
Shares Held
13,514
+19.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#350
of 674 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IREN Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $15,466,532 across 11 Capital Markets names. IREN ranks #9 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,698 | $6,774,156 | |
| 2 | MS |
Morgan Stanley
|
10,405 | $2,175,061 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
16,332 | $1,421,537 | |
| 4 | SCHW |
Schwab Charles Corp
|
10,685 | $985,904 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
8,861 | $888,581 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
28,484 | $779,891 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
54,730 | $728,456 | |
| 8 | WULF |
Terawulf Inc.
|
28,037 | $692,513 |
All Filings in IREN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,995 | 13,514 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $387,706 | 11,310 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||