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Phoenix Financial’s Iris Energy IREN Stock Holding History

Phoenix Financial’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 		$283K Sell
8,250
-2,611
-24% -$118K ﹤0.01% 398
2025
Q4 		$410K Sell
10,861
-98
-0.9% -$5.05K ﹤0.01% 323
2025
Q3 		$515K Sell
10,959
-26,305
-71% -$639K 0.01% 295
2025
Q2 		$543K Sell
37,264
-23,726
-39% -$193K 0.01% 278
2025
Q1 		$373K Buy
60,990
+12,431
+26% +$121K 0.01% 276
2024
Q4 		$477K Buy
48,559
+14,021
+41% +$149K 0.01% 263
2024
Q3 		$292K Buy
34,538
+15,538
+82% +$143K ﹤0.01% 299
2024
Q2 		$224K Sell
19,000
-10,238
-35% -$76.7K ﹤0.01% 313
2024
Q1 		$157K Buy
29,238
+10,571
+57% +$57.4K ﹤0.01% 389
2023
Q4 		$159K Buy
+18,667
New +$80.3K ﹤0.01% 311

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 $6.73T AUM 46.02% 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

Phoenix Financial's IREN Position: Q1 2026 in Review

Phoenix Financial reduced its Iris Energy (IREN) stake by 24% in Q1 2026, selling an estimated $118K and leaving 8,250 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Phoenix Financial first reported a position in IREN in Q4 2023 and has held it in 10 quarters since. The position peaked at $543K in Q2 2025. 502 funds tracked by Wall St. Rank hold IREN as of Q1 2026.

  • Phoenix Financial held 8,250 shares of Iris Energy worth $283K as of Q1 2026.
  • Phoenix Financial sold 2,611 Iris Energy shares in Q1 2026, an estimated $118K.
  • Iris Energy made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #398 holding.
  • Phoenix Financial first reported a position in Iris Energy in Q4 2023 and has held it in 10 quarters since.
  • Phoenix Financial's Iris Energy position peaked at $543K in Q2 2025.
  • 502 funds tracked by Wall St. Rank held Iris Energy as of Q1 2026.

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