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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
2026
Q1 		– Sell
-4,420
Closed -$167K – 1486
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

DE
Defiance ETFs New York $7.37B AUM
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's IREN Position: Q1 2026 in Review

SageView Advisory Group sold out of Iris Energy (IREN) in Q1 2026, closing a stake of 4,420 shares — an estimated $167K sold.

SageView Advisory Group first reported a position in IREN in Q2 2024 and held it in 7 quarters. The position peaked at $871K in Q3 2025. 504 funds tracked by Wall St. Rank hold IREN as of Q1 2026.

  • SageView Advisory Group reported no remaining Iris Energy position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 4,420 Iris Energy shares in Q1 2026, an estimated $167K.
  • SageView Advisory Group first reported a position in Iris Energy in Q2 2024 and held it in 7 quarters.
  • SageView Advisory Group's Iris Energy position peaked at $871K in Q3 2025.
  • 504 funds tracked by Wall St. Rank held Iris Energy as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.