Spire Wealth Management’s Icahn Enterprises IEP Stock Holding History

Spire Wealth 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 Q1	$41.5K	Sell	5,500 -1,060	-16%	-$8.31K	﹤0.01%	1220
2025 Q4	$49.5K	Buy	6,560 +1,060	+19%	+$8.55K	﹤0.01%	1183
2025 Q3	$46.3K	Buy	5,500 +3	+0.1%	+$26	﹤0.01%	1266
2025 Q2	$44.2K	Sell	5,497 -3	-0.1%	-$26	﹤0.01%	1249
2025 Q1	$49.8K	Buy	5,500 +2,000	+57%	+$19.3K	﹤0.01%	1283
2024 Q4	$30.3K	Sell	3,500 -6,500	-65%	-$78.7K	﹤0.01%	1472
2024 Q3	$135K	Buy	10,000 +2,250	+29%	+$34K	﹤0.01%	832
2024 Q2	$128K	Buy	7,750 +5,750	+288%	+$97.4K	﹤0.01%	833
2024 Q1	$34K	Buy	2,000 +1,000	+100%	+$18.4K	﹤0.01%	1344
2023 Q4	$17.5K	Hold	1,000	–	–	﹤0.01%	1582
2023 Q3	$19.8K	Buy	+1,000	New	+$25.3K	﹤0.01%	1506
2022 Q3	–	Sell	-2,478	Closed	-$119K	–	2377
2022 Q2	$119K	Sell	2,478 -2,622	-51%	-$136K	﹤0.01%	973
2022 Q1	$265K	Buy	5,100 +1,990	+64%	+$107K	0.01%	772
2021 Q4	$154K	Buy	3,110 +119	+4%	+$6.33K	﹤0.01%	1218
2021 Q3	$149K	Buy	2,991 +114	+4%	+$6.29K	﹤0.01%	1033
2021 Q2	$158K	Buy	2,877 +190	+7%	+$10.8K	﹤0.01%	1016
2021 Q1	$147K	Buy	+2,687	New	+$158K	﹤0.01%	1203

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

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Geode Capital Management

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

Soviero Asset Management New York $178M AUM 134.59% 1-Year Est. Return

Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

HRT Financial New York $26B AUM 58.22% 1-Year Est. Return