Allie Family Office’s iShares Copper and Metals Mining ETF ICOP Stock Holding History

Allie Family Office’s Portfolio ICOP Stock Details ICOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.11M	Buy	22,465 +17,000	+311%	+$887K	0.41%	38
2026 Q1	$260K	Hold	5,465	–	–	0.11%	83
2025 Q4	$242K	Hold	5,465	–	–	0.11%	87
2025 Q3	$206K	Buy	+5,465	New	+$174K	0.1%	95

Other funds holding ICOP

SMC

Spider Management Company Richmond, Virginia $493M AUM 27.28% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Allie Family Office's ICOP Position: Q2 2026 in Review

Allie Family Office increased its iShares Copper and Metals Mining ETF (ICOP) stake by 311% in Q2 2026, buying an estimated $887K and bringing the position to 22,465 shares worth $1.11M. The position accounts for 0.41% of the portfolio, ranked #38.

Allie Family Office first reported a position in ICOP in Q3 2025 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold ICOP as of Q2 2026.

Allie Family Office held 22,465 shares of iShares Copper and Metals Mining ETF worth $1.11M as of Q2 2026.
Allie Family Office bought 17,000 iShares Copper and Metals Mining ETF shares in Q2 2026, an estimated $887K.
iShares Copper and Metals Mining ETF made up 0.41% of Allie Family Office's portfolio in Q2 2026, its #38 holding.
Allie Family Office first reported a position in iShares Copper and Metals Mining ETF in Q3 2025 and has held it in 4 quarters since.
96 funds tracked by Wall St. Rank held iShares Copper and Metals Mining ETF as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.