VisionPoint Advisory Group’s Iris Energy IREN Stock Holding History

VisionPoint Advisory Group’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	$1.06M	Sell	25,939 -745	-3%	-$30.6K	0.17%	136
2026 Q2	$1.22M	Buy	26,684 +760	+3%	+$39.5K	0.2%	117
2026 Q1	$889K	Sell	25,924 -10,509	-29%	-$474K	0.17%	140
2025 Q4	$1.38M	Sell	36,433 -28,877	-44%	-$1.49M	0.27%	95
2025 Q3	$3.06M	Sell	65,310 -18,013	-22%	-$437K	0.61%	38
2025 Q2	$1.21M	Buy	+83,323	New	+$677K	0.26%	103
2025 Q1	–	Sell	-45,373	Closed	-$475K	–	257
2024 Q4	$475K	Buy	+45,373	New	+$484K	0.16%	115

Other funds holding IREN

RCP

RPM Capital Partners New York $18.1M AUM 30.1% 1-Year Est. Return

Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Blue Jean Financial Albany, New York $163M AUM 49.58% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

VisionPoint Advisory Group's IREN Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Iris Energy (IREN) stake by 2.8% in Q3 2026, selling an estimated $30.6K and leaving 25,939 shares worth $1.06M. The position accounts for 0.17% of the portfolio, ranked #136.

VisionPoint Advisory Group first reported a position in IREN in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.06M in Q3 2025. 117 funds tracked by Wall St. Rank hold IREN as of Q3 2026.

VisionPoint Advisory Group held 25,939 shares of Iris Energy worth $1.06M as of Q3 2026.
VisionPoint Advisory Group sold 745 Iris Energy shares in Q3 2026, an estimated $30.6K.
Iris Energy made up 0.17% of VisionPoint Advisory Group's portfolio in Q3 2026, its #136 holding.
VisionPoint Advisory Group first reported a position in Iris Energy in Q4 2024 and has held it in 7 quarters since.
VisionPoint Advisory Group's Iris Energy position peaked at $3.06M in Q3 2025.
117 funds tracked by Wall St. Rank held Iris Energy as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.