SageView Advisory Group’s Iris Energy IREN Stock Holding History

SageView Advisory Group’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	$167K	Sell	4,420 -14,149	-76%	-$730K	0.01%	655
2025 Q3	$871K	Sell	18,569 -5,704	-23%	-$139K	0.03%	283
2025 Q2	$402K	Sell	24,273 -8,207	-25%	-$66.7K	0.02%	416
2025 Q1	$198K	Hold	32,480	–	–	0.01%	585
2024 Q4	$319K	Sell	32,480 -5,139	-14%	-$54.8K	0.01%	445
2024 Q3	$318K	Buy	37,619 +25,169	+202%	+$231K	0.02%	378
2024 Q2	$141K	Buy	+12,450	New	+$93.3K	0.01%	547

Other funds holding IREN

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

SageView Advisory Group's IREN Position: Q4 2025 in Review

SageView Advisory Group reduced its Iris Energy (IREN) stake by 76% in Q4 2025, selling an estimated $730K and leaving 4,420 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #655.

SageView Advisory Group first reported a position in IREN in Q2 2024 and has held it in 7 quarters since. The position peaked at $871K in Q3 2025. 404 funds tracked by Wall St. Rank hold IREN as of Q4 2025.

SageView Advisory Group held 4,420 shares of Iris Energy worth $167K as of Q4 2025.
SageView Advisory Group sold 14,149 Iris Energy shares in Q4 2025, an estimated $730K.
Iris Energy made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #655 holding.
SageView Advisory Group first reported a position in Iris Energy in Q2 2024 and has held it in 7 quarters since.
SageView Advisory Group's Iris Energy position peaked at $871K in Q3 2025.
404 funds tracked by Wall St. Rank held Iris Energy as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.