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
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

DE
Defiance ETFs New York $6.98B AUM
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's IREN Position: Q1 2026 in Review

Creative Planning increased its Iris Energy (IREN) stake by 41% in Q1 2026, buying an estimated $382K and bringing the position to 29,055 shares worth $996K. The position accounts for ﹤0.01% of the portfolio, ranked #2459.

Creative Planning first reported a position in IREN in Q4 2023 and has held it in 8 quarters since. 501 funds tracked by Wall St. Rank hold IREN as of Q1 2026.

  • Creative Planning held 29,055 shares of Iris Energy worth $996K as of Q1 2026.
  • Creative Planning bought 8,456 Iris Energy shares in Q1 2026, an estimated $382K.
  • Iris Energy made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2459 holding.
  • Creative Planning first reported a position in Iris Energy in Q4 2023 and has held it in 8 quarters since.
  • 501 funds tracked by Wall St. Rank held Iris Energy as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.