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
2024
Q2 		– Sell
-6,000
Closed -$2.55K – 2655
2024
Q1 		$2.55K Buy
+6,000
New +$110K ﹤0.01% 2450

Other funds holding IEP

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Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Wealth Enhancement Advisory Services's IEP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Icahn Enterprises (IEP) stake by 32% in Q2 2026, selling an estimated $70.4K and leaving 19,030 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #3713.

Wealth Enhancement Advisory Services first reported a position in IEP in Q1 2024 and has held it in 8 quarters since. The position peaked at $229K in Q4 2025. 64 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 19,030 shares of Icahn Enterprises worth $143K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 9,145 Icahn Enterprises shares in Q2 2026, an estimated $70.4K.
  • Icahn Enterprises made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3713 holding.
  • Wealth Enhancement Advisory Services first reported a position in Icahn Enterprises in Q1 2024 and has held it in 8 quarters since.
  • Wealth Enhancement Advisory Services's Icahn Enterprises position peaked at $229K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.