Cerity Partners’s iShares Copper and Metals Mining ETF ICOP Stock Holding History

Cerity Partners’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	$591K	Sell	12,000 -604	-5%	-$31.5K	﹤0.01%	2330
2026 Q1	$600K	Buy	12,604 +1,054	+9%	+$53.2K	﹤0.01%	2170
2025 Q4	$512K	Buy	11,550 +3,900	+51%	+$155K	﹤0.01%	2092
2025 Q3	$288K	Buy	+7,650	New	+$244K	﹤0.01%	2305

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

Cerity Partners's ICOP Position: Q2 2026 in Review

Cerity Partners reduced its iShares Copper and Metals Mining ETF (ICOP) stake by 4.8% in Q2 2026, selling an estimated $31.5K and leaving 12,000 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

Cerity Partners first reported a position in ICOP in Q3 2025 and has held it in 4 quarters since. The position peaked at $600K in Q1 2026. 97 funds tracked by Wall St. Rank hold ICOP as of Q2 2026.

Cerity Partners held 12,000 shares of iShares Copper and Metals Mining ETF worth $591K as of Q2 2026.
Cerity Partners sold 604 iShares Copper and Metals Mining ETF shares in Q2 2026, an estimated $31.5K.
iShares Copper and Metals Mining ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2330 holding.
Cerity Partners first reported a position in iShares Copper and Metals Mining ETF in Q3 2025 and has held it in 4 quarters since.
Cerity Partners's iShares Copper and Metals Mining ETF position peaked at $600K in Q1 2026.
97 funds tracked by Wall St. Rank held iShares Copper and Metals Mining ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.