API
IREN icon

Asset Planning Inc’s Iris Energy IREN Stock Holding History

Asset Planning Inc’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
-100
Closed -$3.77K – 308
2025
Q4 		$3.77K Buy
+100
New +$5.16K ﹤0.01% 264

Other funds holding IREN

DE
Defiance ETFs New York $7.37B AUM
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Asset Planning Inc's IREN Position: Q1 2026 in Review

Asset Planning Inc sold out of Iris Energy (IREN) in Q1 2026, closing a stake of 100 shares — an estimated $3.77K sold.

Asset Planning Inc first reported a position in IREN in Q4 2025 and held it in 1 quarter. The position peaked at $3.77K in Q4 2025. 503 funds tracked by Wall St. Rank hold IREN as of Q1 2026.

  • Asset Planning Inc reported no remaining Iris Energy position as of Q1 2026 after selling out during the quarter.
  • Asset Planning Inc sold 100 Iris Energy shares in Q1 2026, an estimated $3.77K.
  • Asset Planning Inc first reported a position in Iris Energy in Q4 2025 and held it in 1 quarter.
  • Asset Planning Inc's Iris Energy position peaked at $3.77K in Q4 2025.
  • 503 funds tracked by Wall St. Rank held Iris Energy as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.