Sigma Planning Corp
IREN icon

Sigma Planning Corp’s Iris Energy IREN Stock Holding History

Sigma Planning Corp’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
Q3 		$1.44M Sell
35,329
-169
-0.5% -$6.94K 0.04% 452
2026
Q2 		$1.62M Sell
35,498
-2,481
-7% -$129K 0.04% 425
2026
Q1 		$1.3M Buy
37,979
+807
+2% +$36.4K 0.04% 470
2025
Q4 		$1.4M Sell
37,172
-8,265
-18% -$426K 0.04% 417
2025
Q3 		$2.13M Buy
+45,437
New +$1.1M 0.06% 308

Other funds holding IREN

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sigma Planning Corp's IREN Position: Q3 2026 in Review

Sigma Planning Corp reduced its Iris Energy (IREN) stake by 0.48% in Q3 2026, selling an estimated $6.94K and leaving 35,329 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #452.

Sigma Planning Corp first reported a position in IREN in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.13M in Q3 2025. 298 funds tracked by Wall St. Rank hold IREN as of Q3 2026.

  • Sigma Planning Corp held 35,329 shares of Iris Energy worth $1.44M as of Q3 2026.
  • Sigma Planning Corp sold 169 Iris Energy shares in Q3 2026, an estimated $6.94K.
  • Iris Energy made up 0.04% of Sigma Planning Corp's portfolio in Q3 2026, its #452 holding.
  • Sigma Planning Corp first reported a position in Iris Energy in Q3 2025 and has held it in 5 quarters since.
  • Sigma Planning Corp's Iris Energy position peaked at $2.13M in Q3 2025.
  • 298 funds tracked by Wall St. Rank held Iris Energy as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.