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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sigma Planning Corp's IREN Position: Q2 2026 in Review

Sigma Planning Corp reduced its Iris Energy (IREN) stake by 6.5% in Q2 2026, selling an estimated $129K and leaving 35,498 shares worth $1.62M. The position accounts for 0.04% of the portfolio, ranked #425.

Sigma Planning Corp first reported a position in IREN in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.13M in Q3 2025. 678 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Sigma Planning Corp held 35,498 shares of Iris Energy worth $1.62M as of Q2 2026.
  • Sigma Planning Corp sold 2,481 Iris Energy shares in Q2 2026, an estimated $129K.
  • Iris Energy made up 0.04% of Sigma Planning Corp's portfolio in Q2 2026, its #425 holding.
  • Sigma Planning Corp first reported a position in Iris Energy in Q3 2025 and has held it in 4 quarters since.
  • Sigma Planning Corp's Iris Energy position peaked at $2.13M in Q3 2025.
  • 678 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.