Spire Wealth Management
IREN icon

Spire Wealth Management’s Iris Energy IREN Stock Holding History

Spire Wealth Management’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 		$146K Sell
3,578
-4,505
-56% -$185K ﹤0.01% 847
2026
Q2 		$370K Sell
8,083
-1,440
-15% -$74.9K 0.01% 621
2026
Q1 		$326K Buy
9,523
+868
+10% +$39.2K 0.01% 648
2025
Q4 		$327K Buy
8,655
+1,775
+26% +$91.6K 0.01% 651
2025
Q3 		$323K Buy
6,880
+4,580
+199% +$111K 0.01% 654
2025
Q2 		$33.5K Hold
2,300
– – ﹤0.01% 1343
2025
Q1 		$14K Hold
2,300
– – ﹤0.01% 1728
2024
Q4 		$22.6K Buy
+2,300
New +$24.5K ﹤0.01% 1587

Other funds holding IREN

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $189B AUM 37.1% 1-Year Est. Return

Spire Wealth Management's IREN Position: Q3 2026 in Review

Spire Wealth Management reduced its Iris Energy (IREN) stake by 56% in Q3 2026, selling an estimated $185K and leaving 3,578 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Spire Wealth Management first reported a position in IREN in Q4 2024 and has held it in 8 quarters since. The position peaked at $370K in Q2 2026. 386 funds tracked by Wall St. Rank hold IREN as of Q3 2026.

  • Spire Wealth Management held 3,578 shares of Iris Energy worth $146K as of Q3 2026.
  • Spire Wealth Management sold 4,505 Iris Energy shares in Q3 2026, an estimated $185K.
  • Iris Energy made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #847 holding.
  • Spire Wealth Management first reported a position in Iris Energy in Q4 2024 and has held it in 8 quarters since.
  • Spire Wealth Management's Iris Energy position peaked at $370K in Q2 2026.
  • 386 funds tracked by Wall St. Rank held Iris Energy as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.