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
2024 Q3	–	Sell	-24,400	Closed	-$67K	–	3256
2024 Q2	$67K	Sell	24,400 -600	-2%	-$4.5K	﹤0.01%	2896
2024 Q1	$11.3K	Buy	+25,000	New	+$136K	﹤0.01%	2863

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 $3.37T AUM 44.26% 1-Year Est. Return

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.