Capstone Investment Advisors’s Iris Energy IREN Stock Holding History

Capstone Investment Advisors’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 Q2	$11.4M	Buy	+250,000	New	+$13M	0.02%	307

Other funds holding IREN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capstone Investment Advisors's IREN Position: Q4 2024 in Review

Capstone Investment Advisors sold out of Iris Energy (IREN) in Q4 2024, closing a stake of 35,000 shares — an estimated $295K sold.

Capstone Investment Advisors first reported a position in IREN in Q1 2024 and held it in 2 quarters. The position peaked at $295K in Q3 2024. 186 funds tracked by Wall St. Rank hold IREN as of Q4 2024.

Capstone Investment Advisors reported no remaining Iris Energy position as of Q4 2024 after selling out during the quarter.
Capstone Investment Advisors sold 35,000 Iris Energy shares in Q4 2024, an estimated $295K.
Capstone Investment Advisors first reported a position in Iris Energy in Q1 2024 and held it in 2 quarters.
Capstone Investment Advisors's Iris Energy position peaked at $295K in Q3 2024.
186 funds tracked by Wall St. Rank held Iris Energy as of Q4 2024.

Based on Capstone Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.