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Moneta Group Investment Advisors’s Iris Energy IREN Stock Holding History

Moneta Group Investment Advisors’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 		$521K Buy
15,200
+1,720
+13% +$77.7K ﹤0.01% 502
2025
Q4 		$509K Sell
13,480
-7,062
-34% -$364K ﹤0.01% 498
2025
Q3 		$964K Buy
20,542
+6,934
+51% +$168K 0.01% 364
2025
Q2 		$198K Buy
+13,608
New +$111K ﹤0.01% 678

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 $303B AUM 53.02% 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

Moneta Group Investment Advisors's IREN Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Iris Energy (IREN) stake by 0.35% in Q1 2026, selling an estimated $18.7K and leaving 117,041 shares worth $4.01M. The position accounts for 0.03% of the portfolio, ranked #190.

Moneta Group Investment Advisors first reported a position in IREN in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.94M in Q3 2025. 502 funds tracked by Wall St. Rank hold IREN as of Q1 2026.

  • Moneta Group Investment Advisors held 117,041 shares of Iris Energy worth $4.01M as of Q1 2026.
  • Moneta Group Investment Advisors sold 414 Iris Energy shares in Q1 2026, an estimated $18.7K.
  • Iris Energy made up 0.03% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #190 holding.
  • Moneta Group Investment Advisors first reported a position in Iris Energy in Q3 2024 and has held it in 7 quarters since.
  • Moneta Group Investment Advisors's Iris Energy position peaked at $4.94M in Q3 2025.
  • 502 funds tracked by Wall St. Rank held Iris Energy as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.