Avaii Wealth Management’s Iris Energy IREN Stock Holding History

Avaii Wealth Management’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	$4.89M	Sell	142,563 -3,204	-2%	-$145K	1.71%	20
2025 Q4	$5.51M	Buy	145,767 +98,581	+209%	+$5.09M	2%	19
2025 Q3	$2.21M	Sell	47,186 -5,673	-11%	-$138K	0.84%	21
2025 Q2	$770K	Buy	52,859 +27,406	+108%	+$223K	0.34%	38
2025 Q1	$155K	Sell	25,453 -13,221	-34%	-$129K	0.08%	124
2024 Q4	$380K	Sell	38,674 -3,593	-9%	-$38.3K	0.19%	72
2024 Q3	$357K	Buy	42,267 +20,013	+90%	+$184K	0.18%	80
2024 Q2	$251K	Buy	+22,254	New	+$167K	0.14%	117

Other funds holding IREN

Defiance ETFs New York $6.95B AUM

Situational Awareness San Francisco, California $3.86B AUM 334.5% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

BIT Capital Berlin, Germany $1.79B AUM 157.17% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Value Aligned Research Advisors Princeton, New Jersey $8.44B AUM 292.88% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Marex Group London $9.64B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return