SPIA
IREN icon

Steward Partners Investment Advisory’s Iris Energy IREN Stock Holding History

Steward Partners Investment Advisory’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 		$950K Buy
27,712
+6,099
+28% +$275K ﹤0.01% 1186
2025
Q4 		$816K Buy
21,613
+2,163
+11% +$112K ﹤0.01% 1170
2025
Q3 		$913K Buy
19,450
+5,472
+39% +$133K 0.01% 1091
2025
Q2 		$204K Buy
13,978
+12,620
+929% +$103K ﹤0.01% 1756
2025
Q1 		$8.27K Buy
1,358
+1,157
+576% +$11.3K ﹤0.01% 3179
2024
Q4 		$1.97K Sell
201
-299
-60% -$3.19K ﹤0.01% 3636
2024
Q3 		$4.22K Buy
+500
New +$4.59K ﹤0.01% 3242

Other funds holding IREN

DE
Defiance ETFs New York $6.95B AUM
SA
Situational Awareness San Francisco, California $3.86B AUM 334.5% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $1.79B AUM 157.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $8.44B AUM 292.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MG
Marex Group London $9.64B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return