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AFG Fiduciary Services’s Iris Energy IREN Stock Holding History

AFG Fiduciary Services’s Portfolio IREN Stock Details IREN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,000
Closed -$214K – 94
2025
Q4 		$214K Hold
5,000
– – 0.13% 79
2025
Q3 		$235K Sell
5,000
-11,700
-70% -$284K 0.14% 79
2025
Q2 		$254K Buy
+16,700
New +$136K 0.16% 72
2024
Q4 		– Sell
-10,000
Closed -$77.4K – 80
2024
Q3 		$77.4K Buy
+10,000
New +$91.9K 0.05% 72

Other funds holding IREN

DE
Defiance ETFs New York $6.98B AUM
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFG Fiduciary Services's IREN Position: Q1 2026 in Review

AFG Fiduciary Services sold out of Iris Energy (IREN) in Q1 2026, closing a stake of 5,000 shares — an estimated $214K sold.

AFG Fiduciary Services first reported a position in IREN in Q3 2024 and held it in 4 quarters. The position peaked at $254K in Q2 2025. 501 funds tracked by Wall St. Rank hold IREN as of Q1 2026.

  • AFG Fiduciary Services reported no remaining Iris Energy position as of Q1 2026 after selling out during the quarter.
  • AFG Fiduciary Services sold 5,000 Iris Energy shares in Q1 2026, an estimated $214K.
  • AFG Fiduciary Services first reported a position in Iris Energy in Q3 2024 and held it in 4 quarters.
  • AFG Fiduciary Services's Iris Energy position peaked at $254K in Q2 2025.
  • 501 funds tracked by Wall St. Rank held Iris Energy as of Q1 2026.

Based on AFG Fiduciary Services's 13F filing for Q1 2026, filed 8 Apr 2026.