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Innovative Advisory Group’s Iris Energy IREN Stock Holding History

Innovative Advisory Group’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 		– Sell
-3
Closed -$113 – 122
2025
Q4 		$113 Sell
3
-587
-99% -$30.3K ﹤0.01% 236
2025
Q3 		$27.7K Hold
590
– – 0.02% 92
2025
Q2 		$8.6K Hold
590
– – 0.01% 137
2025
Q1 		$3.59K Buy
+590
New +$5.75K ﹤0.01% 146

Other funds holding IREN

DE
Defiance ETFs New York $7.37B AUM
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Innovative Advisory Group's IREN Position: Q1 2026 in Review

Innovative Advisory Group sold out of Iris Energy (IREN) in Q1 2026, closing a stake of 3 shares — an estimated $113 sold.

Innovative Advisory Group first reported a position in IREN in Q1 2025 and held it in 4 quarters. The position peaked at $27.7K in Q3 2025. 504 funds tracked by Wall St. Rank hold IREN as of Q1 2026.

  • Innovative Advisory Group reported no remaining Iris Energy position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group sold 3 Iris Energy shares in Q1 2026, an estimated $113.
  • Innovative Advisory Group first reported a position in Iris Energy in Q1 2025 and held it in 4 quarters.
  • Innovative Advisory Group's Iris Energy position peaked at $27.7K in Q3 2025.
  • 504 funds tracked by Wall St. Rank held Iris Energy as of Q1 2026.

Based on Innovative Advisory Group's 13F filing for Q1 2026, filed 22 Sep 2026.