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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
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

DE
Defiance ETFs New York $6.98B AUM
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Planning's IREN Position: Q1 2026 in Review

Fiduciary Planning opened a new position in Iris Energy (IREN) in Q1 2026: 5,842 shares worth $200K. The stake represents 0.06% of the portfolio and ranks #76 among its holdings. This is a return to the name: Fiduciary Planning previously reported a position in IREN as recently as Q3 2025.

Fiduciary Planning first reported a position in IREN in Q3 2025 and has held it in 2 quarters since. The position peaked at $312K in Q3 2025. 501 funds tracked by Wall St. Rank hold IREN as of Q1 2026.

  • Fiduciary Planning held 5,842 shares of Iris Energy worth $200K as of Q1 2026.
  • Iris Energy was a new Fiduciary Planning position in Q1 2026.
  • Iris Energy made up 0.06% of Fiduciary Planning's portfolio in Q1 2026, its #76 holding.
  • Fiduciary Planning first reported a position in Iris Energy in Q3 2025 and has held it in 2 quarters since.
  • Fiduciary Planning's Iris Energy position peaked at $312K in Q3 2025.
  • 501 funds tracked by Wall St. Rank held Iris Energy as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.