Creative Planning
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Creative Planning’s Iris Energy IREN Stock Holding History

Creative Planning’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 		$1.56M Buy
34,005
+4,950
+17% +$257K ﹤0.01% 2298
2026
Q1 		$996K Buy
29,055
+8,456
+41% +$382K ﹤0.01% 2459
2025
Q4 		$778K Buy
20,599
+6,015
+41% +$310K ﹤0.01% 2483
2025
Q3 		$684K Buy
14,584
+2,248
+18% +$54.6K ﹤0.01% 2454
2025
Q2 		$180K Buy
+12,336
New +$100K ﹤0.01% 3264
2024
Q4 		– Sell
-457,625
Closed -$358K – 3638
2024
Q3 		$358K Buy
457,625
+395,900
+641% +$3.64M ﹤0.01% 2379
2024
Q2 		$697K Buy
61,725
+23,425
+61% +$176K ﹤0.01% 1673
2024
Q1 		$207K Buy
38,300
+25,550
+200% +$139K ﹤0.01% 2542
2023
Q4 		$91.2K Buy
+12,750
New +$54.8K ﹤0.01% 2584

Other funds holding IREN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SA
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Creative Planning's IREN Position: Q2 2026 in Review

Creative Planning increased its Iris Energy (IREN) stake by 17% in Q2 2026, buying an estimated $257K and bringing the position to 34,005 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

Creative Planning first reported a position in IREN in Q4 2023 and has held it in 9 quarters since. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Creative Planning held 34,005 shares of Iris Energy worth $1.56M as of Q2 2026.
  • Creative Planning bought 4,950 Iris Energy shares in Q2 2026, an estimated $257K.
  • Iris Energy made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2298 holding.
  • Creative Planning first reported a position in Iris Energy in Q4 2023 and has held it in 9 quarters since.
  • 676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.