SageView Advisory Group’s Iris Energy IREN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$402K Sell
24,273
-8,207
-25% -$136K 0.02% 416
2025
Q1
$198K Hold
32,480
0.01% 585
2024
Q4
$319K Sell
32,480
-5,139
-14% -$50.5K 0.01% 445
2024
Q3
$318K Buy
37,619
+25,169
+202% +$212K 0.02% 378
2024
Q2
$141K Buy
+12,450
New +$141K 0.01% 547