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
2025 Q2	–	Sell	-35,000	Closed	-$700	–	3743
2025 Q1	$700	Buy	+35,000	New	+$341K	﹤0.01%	3449
2024 Q3	–	Sell	-230,000	Closed	-$572K	–	3255
2024 Q2	$572K	Buy	+230,000	New	+$1.72M	﹤0.01%	1839

Other funds holding IREN

Defiance ETFs New York $6.98B AUM

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

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.