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Indiana Trust & Investment Management’s Icahn Enterprises IEP Stock Holding History

Indiana Trust & Investment Management’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
2026
Q2 		$1.85K Hold
257
– – ﹤0.01% 456
2026
Q1 		$1.94K Hold
257
– – ﹤0.01% 465
2025
Q4 		$1.94K Hold
257
– – ﹤0.01% 455
2025
Q3 		$2.16K Hold
257
– – ﹤0.01% 443
2025
Q2 		$2.07K Buy
257
+15
+6% +$128 ﹤0.01% 456
2025
Q1 		$2.19K Hold
242
– – ﹤0.01% 445
2024
Q4 		$2.1K Buy
242
+11
+5% +$133 ﹤0.01% 456
2024
Q3 		$3.12K Buy
231
+16
+7% +$242 ﹤0.01% 457
2024
Q2 		$3.54K Hold
215
– – ﹤0.01% 428
2024
Q1 		$3.66K Hold
215
– – ﹤0.01% 438
2023
Q4 		$3.7K Hold
215
– – ﹤0.01% 406
2023
Q3 		$4.25K Buy
+215
New +$5.43K ﹤0.01% 395
2014
Q1 		– Sell
-630
Closed -$69K – 174
2013
Q4 		$69K Hold
630
– – 0.04% 150
2013
Q3 		$52K Buy
+630
New +$47.4K 0.03% 171

Other funds holding IEP

MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
AAM
Azzad Asset Management Falls Church, Virginia $1.13B AUM 38.47% 1-Year Est. Return

Indiana Trust & Investment Management's IEP Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Icahn Enterprises (IEP) position steady in Q2 2026 at 257 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Indiana Trust & Investment Management first reported a position in IEP in Q3 2013 and has held it in 14 quarters since. The position peaked at $69K in Q4 2013. 45 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

  • Indiana Trust & Investment Management held 257 shares of Icahn Enterprises worth $1.85K as of Q2 2026.
  • Indiana Trust & Investment Management left its Icahn Enterprises share count unchanged in Q2 2026.
  • Icahn Enterprises made up ﹤0.01% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #456 holding.
  • Indiana Trust & Investment Management first reported a position in Icahn Enterprises in Q3 2013 and has held it in 14 quarters since.
  • Indiana Trust & Investment Management's Icahn Enterprises position peaked at $69K in Q4 2013.
  • 45 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.