NewEdge Advisors’s Iris Energy IREN Stock Holding History

NewEdge 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	$1.01M	Buy	29,461 +1,588	+6%	+$71.7K	﹤0.01%	1502
2025 Q4	$1.05M	Buy	27,873 +2,289	+9%	+$118K	﹤0.01%	1457
2025 Q3	$1.2M	Sell	25,584 -17,697	-41%	-$430K	0.01%	1291
2025 Q2	$631K	Buy	43,281 +30,736	+245%	+$250K	﹤0.01%	1558
2025 Q1	$76.4K	Sell	12,545 -92,727	-88%	-$903K	﹤0.01%	2390
2024 Q4	$1.03M	Buy	105,272 +50,090	+91%	+$534K	0.01%	1146
2024 Q3	$466K	Buy	+55,182	New	+$507K	﹤0.01%	1517
2024 Q2	–	Sell	-1	Closed	-$5	–	3901
2024 Q1	$5	Sell	1 -17,880	-100%	-$97.1K	﹤0.01%	3793
2023 Q4	$90K	Buy	+17,881	New	+$76.9K	﹤0.01%	1985

Other funds holding IREN

Defiance ETFs New York $6.95B AUM

Situational Awareness San Francisco, California $3.86B AUM 334.5% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

BIT Capital Berlin, Germany $1.79B AUM 157.17% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Value Aligned Research Advisors Princeton, New Jersey $8.44B AUM 292.88% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Marex Group London $9.64B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return