Wealth Enhancement Advisory Services
IEP icon

Wealth Enhancement Advisory Services’s Icahn Enterprises IEP Stock Holding History

Wealth Enhancement Advisory Services’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 		$218K Sell
28,175
-1,205
-4% -$9.45K ﹤0.01% 3074
2025
Q4 		$229K Buy
29,380
+9,639
+49% +$77.7K ﹤0.01% 3160
2025
Q3 		$165K Buy
19,741
+9,662
+96% +$84.6K ﹤0.01% 3204
2025
Q2 		$86.3K Sell
10,079
-1,562
-13% -$13.4K ﹤0.01% 3162
2025
Q1 		$105K Buy
+11,641
New +$112K ﹤0.01% 2752
2024
Q4 		– Sell
-12,115
Closed -$164K – 3033
2024
Q3 		$164K Buy
+12,115
New +$183K ﹤0.01% 2479
2024
Q2 		– Sell
-5,798
Closed -$98.6K – 2656
2024
Q1 		$98.6K Buy
+5,798
New +$107K ﹤0.01% 2297

Other funds holding IEP

IC
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First Trust Advisors
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Susquehanna International Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Soviero Asset Management New York $178M AUM 134.59% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return