CW
ICOP icon

Curio Wealth’s iShares Copper and Metals Mining ETF ICOP Stock Holding History

Curio Wealth’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 		– Sell
-5
Closed -$229 – 1267
2025
Q4 		$229 Buy
+5
New +$199 ﹤0.01% 421
2025
Q3 		– Sell
-5
Closed -$151 – 319
2025
Q2 		$151 Buy
5
+4
+400% +$108 ﹤0.01% 338
2025
Q1 		$128 Buy
+1
New +$27 ﹤0.01% 372

Other funds holding ICOP

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

Curio Wealth's ICOP Position: Q1 2026 in Review

Curio Wealth sold out of iShares Copper and Metals Mining ETF (ICOP) in Q1 2026, closing a stake of 5 shares — an estimated $229 sold.

Curio Wealth first reported a position in ICOP in Q1 2025 and held it in 3 quarters. The position peaked at $229 in Q4 2025. 93 funds tracked by Wall St. Rank hold ICOP as of Q1 2026.

  • Curio Wealth reported no remaining iShares Copper and Metals Mining ETF position as of Q1 2026 after selling out during the quarter.
  • Curio Wealth sold 5 iShares Copper and Metals Mining ETF shares in Q1 2026, an estimated $229.
  • Curio Wealth first reported a position in iShares Copper and Metals Mining ETF in Q1 2025 and held it in 3 quarters.
  • Curio Wealth's iShares Copper and Metals Mining ETF position peaked at $229 in Q4 2025.
  • 93 funds tracked by Wall St. Rank held iShares Copper and Metals Mining ETF as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.