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Pension & Wealth Management Advisors’s iShares Copper and Metals Mining ETF ICOP Stock Holding History

Pension & Wealth Management 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
Q3 		– Sell
-4,823
Closed -$146K – 396
2024
Q2 		$146K Buy
+4,823
New +$150K 0.08% 117

Other funds holding ICOP

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $321M AUM 20.69% 1-Year Est. Return

Pension & Wealth Management Advisors's ICOP Position: Q3 2024 in Review

Pension & Wealth Management Advisors sold out of iShares Copper and Metals Mining ETF (ICOP) in Q3 2024, closing a stake of 4,823 shares — an estimated $146K sold.

Pension & Wealth Management Advisors first reported a position in ICOP in Q2 2024 and held it in 1 quarter. The position peaked at $146K in Q2 2024. 15 funds tracked by Wall St. Rank hold ICOP as of Q3 2024.

  • Pension & Wealth Management Advisors reported no remaining iShares Copper and Metals Mining ETF position as of Q3 2024 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 4,823 iShares Copper and Metals Mining ETF shares in Q3 2024, an estimated $146K.
  • Pension & Wealth Management Advisors first reported a position in iShares Copper and Metals Mining ETF in Q2 2024 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's iShares Copper and Metals Mining ETF position peaked at $146K in Q2 2024.
  • 15 funds tracked by Wall St. Rank held iShares Copper and Metals Mining ETF as of Q3 2024.

Based on Pension & Wealth Management Advisors's 13F filing for Q3 2024, filed 7 Aug 2026.