Creative Planning

Holdings History for IREN Ltd - Ordinary Shares, no par value (IREN)

Symbol: IREN on Nasdaq
Investment type: Equity / Ordinary Shares, no par value

Shares, Excluding Options vs Price

Value, Excluding Options

Holdings date	Option	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Dec 2025		0%	+0%	$778,035	20,599	+6,015	+41%	$37.77	Q4 2025
30 Sep 2025		0%	+0%	$684,447	14,584	+2,248	+18%	$46.93	Q3 2025
30 Jun 2025		0%	+0%	$179,735	12,336	+12,336	NEW	$14.57	Q2 2025
31 Mar 2025	call		0%	$700	35,000	0		$0.02 ^*	Q1 2025
31 Dec 2024			-0%	$0	0	-457,625	-100%	$44.03	Q4 2024
30 Sep 2024		0%	+0%	$358,105	457,625	+395,900	+641%	$0.78	Q3 2024
30 Jun 2024		0%	+0%	$696,875	61,725	+23,425	+61%	$11.29	Q2 2024
30 Jun 2024	call		0%	$572,201	230,000	0		$2.49 ^*	Q2 2024
30 Jun 2024	put		0%	$66,991	24,400	0		$2.75 ^*	Q2 2024
31 Mar 2024		0%	+0%	$206,820	38,300	+25,550	+200%	$5.40	Q1 2024
31 Mar 2024	put		0%	$11,250	25,000	0		$0.45 ^*	Q1 2024
31 Dec 2023		0%	+0%	$91,163	12,750	+12,750	NEW	$7.15	Q4 2023

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.