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SOA Wealth Advisors’s Iris Energy IREN Stock Holding History

SOA Wealth Advisors’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 		– Sell
-250
Closed -$11.7K – 888
2025
Q3 		$11.7K Buy
+250
New +$6.07K ﹤0.01% 588

Other funds holding IREN

D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

SOA Wealth Advisors's IREN Position: Q4 2025 in Review

SOA Wealth Advisors sold out of Iris Energy (IREN) in Q4 2025, closing a stake of 250 shares — an estimated $11.7K sold.

SOA Wealth Advisors first reported a position in IREN in Q3 2025 and held it in 1 quarter. The position peaked at $11.7K in Q3 2025. 404 funds tracked by Wall St. Rank hold IREN as of Q4 2025.

  • SOA Wealth Advisors reported no remaining Iris Energy position as of Q4 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 250 Iris Energy shares in Q4 2025, an estimated $11.7K.
  • SOA Wealth Advisors first reported a position in Iris Energy in Q3 2025 and held it in 1 quarter.
  • SOA Wealth Advisors's Iris Energy position peaked at $11.7K in Q3 2025.
  • 404 funds tracked by Wall St. Rank held Iris Energy as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.