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Independent Financial Group’s Icahn Enterprises IEP Stock Holding History

Independent Financial Group’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
2023
Q2 		– Sell
-4,036
Closed -$209K – 898
2023
Q1 		$209K Buy
+4,036
New +$213K 0.02% 756

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $872M AUM 26.12% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return

Independent Financial Group's IEP Position: Q2 2023 in Review

Independent Financial Group sold out of Icahn Enterprises (IEP) in Q2 2023, closing a stake of 4,036 shares — an estimated $209K sold.

Independent Financial Group first reported a position in IEP in Q1 2023 and held it in 1 quarter. The position peaked at $209K in Q1 2023. 145 funds tracked by Wall St. Rank hold IEP as of Q2 2023.

  • Independent Financial Group reported no remaining Icahn Enterprises position as of Q2 2023 after selling out during the quarter.
  • Independent Financial Group sold 4,036 Icahn Enterprises shares in Q2 2023, an estimated $209K.
  • Independent Financial Group first reported a position in Icahn Enterprises in Q1 2023 and held it in 1 quarter.
  • Independent Financial Group's Icahn Enterprises position peaked at $209K in Q1 2023.
  • 145 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2023.

Based on Independent Financial Group's 13F filing for Q2 2023, filed 12 Jun 2026.