Charles Schwab
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Charles Schwab’s Iris Energy IREN Stock Holding History

Charles Schwab’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 		$9.86M Sell
287,608
-9,517
-3% -$430K ﹤0.01% 2102
2025
Q4 		$11.2M Sell
297,125
-102,140
-26% -$5.27M ﹤0.01% 2075
2025
Q3 		$18.7M Sell
399,265
-419,317
-51% -$10.2M ﹤0.01% 1772
2025
Q2 		$11.9M Buy
818,582
+9,502
+1% +$77.2K ﹤0.01% 1922
2025
Q1 		$4.93M Buy
809,080
+98,190
+14% +$956K ﹤0.01% 2278
2024
Q4 		$6.98M Buy
710,890
+348,864
+96% +$3.72M ﹤0.01% 2177
2024
Q3 		$3.06M Buy
362,026
+29,311
+9% +$269K ﹤0.01% 2582
2024
Q2 		$3.76M Buy
+332,715
New +$2.49M ﹤0.01% 2478

Other funds holding IREN

DE
Defiance ETFs New York $6.95B AUM
SA
Situational Awareness San Francisco, California $3.86B AUM 334.5% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $1.79B AUM 157.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $8.44B AUM 292.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MG
Marex Group London $9.64B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return