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Glass Jacobson Investment Advisors’s iShares Copper and Metals Mining ETF ICOP Stock Holding History

Glass Jacobson Investment Advisors’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
2024
Q4 		– Sell
-2,120
Closed -$67.7K – 855
2024
Q3 		$67.7K Buy
2,120
+314
+17% +$9.16K 0.02% 324
2024
Q2 		$54.5K Buy
1,806
+806
+81% +$25K 0.02% 331
2024
Q1 		$28.4K Buy
+1,000
New +$25.2K 0.01% 435

Other funds holding ICOP

WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

Glass Jacobson Investment Advisors's ICOP Position: Q4 2024 in Review

Glass Jacobson Investment Advisors sold out of iShares Copper and Metals Mining ETF (ICOP) in Q4 2024, closing a stake of 2,120 shares — an estimated $67.7K sold.

Glass Jacobson Investment Advisors first reported a position in ICOP in Q1 2024 and held it in 3 quarters. The position peaked at $67.7K in Q3 2024. 14 funds tracked by Wall St. Rank hold ICOP as of Q4 2024.

  • Glass Jacobson Investment Advisors reported no remaining iShares Copper and Metals Mining ETF position as of Q4 2024 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 2,120 iShares Copper and Metals Mining ETF shares in Q4 2024, an estimated $67.7K.
  • Glass Jacobson Investment Advisors first reported a position in iShares Copper and Metals Mining ETF in Q1 2024 and held it in 3 quarters.
  • Glass Jacobson Investment Advisors's iShares Copper and Metals Mining ETF position peaked at $67.7K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held iShares Copper and Metals Mining ETF as of Q4 2024.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.