Evolution Wealth Advisors’s Iris Energy IREN Stock Holding History

Evolution Wealth 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
2026 Q1	$2.5M	Buy	72,845 +43,010	+144%	+$1.94M	0.25%	43
2025 Q4	$1.13M	Buy	29,835 +5,040	+20%	+$260K	0.11%	69
2025 Q3	$1.16M	Sell	24,795 -103,755	-81%	-$2.52M	0.16%	68
2025 Q2	$1.87M	Buy	128,550 +51,330	+66%	+$417K	0.27%	51
2025 Q1	$470K	Buy	77,220 +29,340	+61%	+$286K	0.08%	93
2024 Q4	$470K	Buy	47,880 +3,830	+9%	+$40.8K	0.08%	90
2024 Q3	$372K	Buy	+44,050	New	+$405K	0.07%	98

Other funds holding IREN

Defiance ETFs New York $6.95B AUM

Situational Awareness San Francisco, California $3.86B AUM 334.5% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

BIT Capital Berlin, Germany $1.79B AUM 157.17% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Value Aligned Research Advisors Princeton, New Jersey $8.44B AUM 292.88% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Marex Group London $9.64B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return