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Fiduciary Planning’s Iris Energy IREN Stock Holding History

Fiduciary 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
Q3 		– Sell
-7,492
Closed -$343K – 83
2026
Q2 		$343K Buy
7,492
+1,650
+28% +$85.8K 0.09% 57
2026
Q1 		$200K Buy
+5,842
New +$264K 0.06% 76
2025
Q4 		– Sell
-6,653
Closed -$312K – 79
2025
Q3 		$312K Buy
+6,653
New +$162K 0.1% 64

Other funds holding IREN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
RCP
RPM Capital Partners New York $18.1M AUM 30.1% 1-Year Est. Return
Privium Fund Management
Privium Fund Management Amsterdam, Netherlands $516M AUM 18.66% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Avaii Wealth Management
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fiduciary Planning's IREN Position: Q3 2026 in Review

Fiduciary Planning sold out of Iris Energy (IREN) in Q3 2026, closing a stake of 7,492 shares — an estimated $343K sold.

Fiduciary Planning first reported a position in IREN in Q3 2025 and held it in 3 quarters. The position peaked at $343K in Q2 2026. 234 funds tracked by Wall St. Rank hold IREN as of Q3 2026.

  • Fiduciary Planning reported no remaining Iris Energy position as of Q3 2026 after selling out during the quarter.
  • Fiduciary Planning sold 7,492 Iris Energy shares in Q3 2026, an estimated $343K.
  • Fiduciary Planning first reported a position in Iris Energy in Q3 2025 and held it in 3 quarters.
  • Fiduciary Planning's Iris Energy position peaked at $343K in Q2 2026.
  • 234 funds tracked by Wall St. Rank held Iris Energy as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.