Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Iris Energy IREN Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-11,480
Closed -$539K – 875
2025
Q3 		$539K Sell
11,480
-12,693
-53% -$308K ﹤0.01% 1007
2025
Q2 		$352K Sell
24,173
-87,809
-78% -$713K ﹤0.01% 1088
2025
Q1 		$682K Sell
111,982
-77,263
-41% -$752K ﹤0.01% 833
2024
Q4 		$1.86M Buy
189,245
+79,392
+72% +$846K 0.01% 585
2024
Q3 		$927K Buy
+109,853
New +$1.01M 0.01% 642

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Morgan Stanley
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BC
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Jane Street
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MG
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BNP Paribas Financial Markets
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Kovitz Investment Group Partners's IREN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Iris Energy (IREN) in Q4 2025, closing a stake of 11,480 shares — an estimated $539K sold.

Kovitz Investment Group Partners first reported a position in IREN in Q3 2024 and held it in 5 quarters. The position peaked at $1.86M in Q4 2024. 404 funds tracked by Wall St. Rank hold IREN as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Iris Energy position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 11,480 Iris Energy shares in Q4 2025, an estimated $539K.
  • Kovitz Investment Group Partners first reported a position in Iris Energy in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Iris Energy position peaked at $1.86M in Q4 2024.
  • 404 funds tracked by Wall St. Rank held Iris Energy as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.