Carson Wealth (CWM LLC)
ICOP icon

Carson Wealth (CWM LLC)’s iShares Copper and Metals Mining ETF ICOP Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$19K Hold
400
– – ﹤0.01% 4447
2025
Q4 		$18K Buy
+400
New +$15.9K ﹤0.01% 4225

Other funds holding ICOP

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
LPL Financial
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SMC
Spider Management Company Richmond, Virginia $493M AUM 27.28% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ICOP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its iShares Copper and Metals Mining ETF (ICOP) position steady in Q1 2026 at 400 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #4447.

Carson Wealth (CWM LLC) first reported a position in ICOP in Q4 2025 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold ICOP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 400 shares of iShares Copper and Metals Mining ETF worth $19K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares Copper and Metals Mining ETF share count unchanged in Q1 2026.
  • iShares Copper and Metals Mining ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4447 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Copper and Metals Mining ETF in Q4 2025 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held iShares Copper and Metals Mining ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.