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McCarley & Cook Financial Planners’s iShares Copper and Metals Mining ETF ICOP Stock Holding History

McCarley & Cook Financial Planners’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
Q3 		$10.6K Buy
+200
New +$10.7K 0.01% 169

Other funds holding ICOP

Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bluesphere Advisors
Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Pinnacle Bancorp
Pinnacle Bancorp Beatrice, Nebraska $375M AUM 15.66% 1-Year Est. Return

McCarley & Cook Financial Planners's ICOP Position: Q3 2026 in Review

McCarley & Cook Financial Planners opened a new position in iShares Copper and Metals Mining ETF (ICOP) in Q3 2026: 200 shares worth $10.6K. The stake represents 0.01% of the portfolio and ranks #169 among its holdings.

12 funds tracked by Wall St. Rank hold ICOP as of Q3 2026.

  • McCarley & Cook Financial Planners held 200 shares of iShares Copper and Metals Mining ETF worth $10.6K as of Q3 2026.
  • iShares Copper and Metals Mining ETF was a new McCarley & Cook Financial Planners position in Q3 2026.
  • iShares Copper and Metals Mining ETF made up 0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #169 holding.
  • 12 funds tracked by Wall St. Rank held iShares Copper and Metals Mining ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.