Glassman Wealth Services’s Iris Energy IREN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,151
Closed -$7.98K 2026
2023
Q3
$7.98K Buy
+2,151
New +$11.5K ﹤0.01% 917

Other funds holding IREN

Glassman Wealth Services's IREN Position: Q4 2023 in Review

Glassman Wealth Services sold out of Iris Energy (IREN) in Q4 2023, closing a stake of 2,151 shares — an estimated $7.98K sold.

Glassman Wealth Services first reported a position in IREN in Q3 2023 and held it in 1 quarter. The position peaked at $7.98K in Q3 2023. 64 funds tracked by Wall St. Rank hold IREN as of Q4 2023.

  • Glassman Wealth Services reported no remaining Iris Energy position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 2,151 Iris Energy shares in Q4 2023, an estimated $7.98K.
  • Glassman Wealth Services first reported a position in Iris Energy in Q3 2023 and held it in 1 quarter.
  • Glassman Wealth Services's Iris Energy position peaked at $7.98K in Q3 2023.
  • 64 funds tracked by Wall St. Rank held Iris Energy as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.