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Mark Sheptoff Financial Planning’s Iris Energy IREN Stock Holding History

Mark Sheptoff Financial 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 		– Sell
-1,600
Closed -$60.4K – 546
2025
Q4 		$60.4K Sell
1,600
-300
-16% -$15.5K 0.03% 186
2025
Q3 		$89.2K Buy
+1,900
New +$46.1K 0.04% 150

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

Mark Sheptoff Financial Planning's IREN Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Iris Energy (IREN) in Q1 2026, closing a stake of 1,600 shares — an estimated $60.4K sold.

Mark Sheptoff Financial Planning first reported a position in IREN in Q3 2025 and held it in 2 quarters. The position peaked at $89.2K in Q3 2025. 501 funds tracked by Wall St. Rank hold IREN as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining Iris Energy position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,600 Iris Energy shares in Q1 2026, an estimated $60.4K.
  • Mark Sheptoff Financial Planning first reported a position in Iris Energy in Q3 2025 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Iris Energy position peaked at $89.2K in Q3 2025.
  • 501 funds tracked by Wall St. Rank held Iris Energy as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.