VSM Wealth Advisory’s Iris Energy IREN Stock Holding History

VSM Wealth 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
2025 Q3	–	Sell	-300	Closed	-$4.37K	–	471
2025 Q2	$4.37K	Buy	+300	New	+$2.44K	﹤0.01%	436

Other funds holding IREN

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VSM Wealth Advisory's IREN Position: Q3 2025 in Review

VSM Wealth Advisory sold out of Iris Energy (IREN) in Q3 2025, closing a stake of 300 shares — an estimated $4.37K sold.

VSM Wealth Advisory first reported a position in IREN in Q2 2025 and held it in 1 quarter. The position peaked at $4.37K in Q2 2025. 349 funds tracked by Wall St. Rank hold IREN as of Q3 2025.

VSM Wealth Advisory reported no remaining Iris Energy position as of Q3 2025 after selling out during the quarter.
VSM Wealth Advisory sold 300 Iris Energy shares in Q3 2025, an estimated $4.37K.
VSM Wealth Advisory first reported a position in Iris Energy in Q2 2025 and held it in 1 quarter.
VSM Wealth Advisory's Iris Energy position peaked at $4.37K in Q2 2025.
349 funds tracked by Wall St. Rank held Iris Energy as of Q3 2025.

Based on VSM Wealth Advisory's 13F filing for Q3 2025, filed 13 Nov 2025.