Evernest Financial Advisors’s Iris Energy IREN Stock Holding History

Evernest Financial Advisors’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 Q4	–	Sell	-8,795	Closed	-$413K	–	195
2025 Q3	$413K	Buy	+8,795	New	+$214K	0.12%	126

Other funds holding IREN

D.E. Shaw & Co New York $210B AUM 57.28% 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

Goldman Sachs New York $1.15T AUM 47.82% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Evernest Financial Advisors's IREN Position: Q4 2025 in Review

Evernest Financial Advisors sold out of Iris Energy (IREN) in Q4 2025, closing a stake of 8,795 shares — an estimated $413K sold.

Evernest Financial Advisors first reported a position in IREN in Q3 2025 and held it in 1 quarter. The position peaked at $413K in Q3 2025. 404 funds tracked by Wall St. Rank hold IREN as of Q4 2025.

Evernest Financial Advisors reported no remaining Iris Energy position as of Q4 2025 after selling out during the quarter.
Evernest Financial Advisors sold 8,795 Iris Energy shares in Q4 2025, an estimated $413K.
Evernest Financial Advisors first reported a position in Iris Energy in Q3 2025 and held it in 1 quarter.
Evernest Financial Advisors's Iris Energy position peaked at $413K in Q3 2025.
404 funds tracked by Wall St. Rank held Iris Energy as of Q4 2025.

Based on Evernest Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.