CFFP
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Center for Financial Planning’s iShares Copper and Metals Mining ETF ICOP Stock Holding History

Center for Financial Planning’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 		$130K Hold
2,645
– – 0.01% 213
2026
Q1 		$126K Buy
+2,645
New +$133K 0.01% 208

Other funds holding ICOP

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

Center for Financial Planning's ICOP Position: Q2 2026 in Review

Center for Financial Planning held its iShares Copper and Metals Mining ETF (ICOP) position steady in Q2 2026 at 2,645 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #213.

Center for Financial Planning first reported a position in ICOP in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold ICOP as of Q2 2026.

  • Center for Financial Planning held 2,645 shares of iShares Copper and Metals Mining ETF worth $130K as of Q2 2026.
  • Center for Financial Planning left its iShares Copper and Metals Mining ETF share count unchanged in Q2 2026.
  • iShares Copper and Metals Mining ETF made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #213 holding.
  • Center for Financial Planning first reported a position in iShares Copper and Metals Mining ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held iShares Copper and Metals Mining ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.