IFG Advisory’s Icahn Enterprises IEP Stock Holding History

IFG Advisory’s Portfolio IEP Stock Details IEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,000	Closed	-$10K	–	697
2024 Q4	$10K	Buy	+10,000	New	+$121K	﹤0.01%	668

Other funds holding IEP

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IFG Advisory's IEP Position: Q1 2025 in Review

IFG Advisory sold out of Icahn Enterprises (IEP) in Q1 2025, closing a stake of 10,000 shares — an estimated $10K sold.

IFG Advisory first reported a position in IEP in Q4 2024 and held it in 1 quarter. The position peaked at $10K in Q4 2024. 110 funds tracked by Wall St. Rank hold IEP as of Q1 2025.

IFG Advisory reported no remaining Icahn Enterprises position as of Q1 2025 after selling out during the quarter.
IFG Advisory sold 10,000 Icahn Enterprises shares in Q1 2025, an estimated $10K.
IFG Advisory first reported a position in Icahn Enterprises in Q4 2024 and held it in 1 quarter.
IFG Advisory's Icahn Enterprises position peaked at $10K in Q4 2024.
110 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2025.

Based on IFG Advisory's 13F filing for Q1 2025, filed 8 May 2025.