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

Spire Wealth Management’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	$19.7K	Hold	400	–	–	﹤0.01%	1447
2026 Q1	$19K	Hold	400	–	–	﹤0.01%	1440
2025 Q4	$17.7K	Hold	400	–	–	﹤0.01%	1523
2025 Q3	$15K	Hold	400	–	–	﹤0.01%	1619
2025 Q2	$12K	Sell	400 -225	-36%	-$6.1K	﹤0.01%	1663
2025 Q1	$16.2K	Sell	625 -200	-24%	-$5.32K	﹤0.01%	1682
2024 Q4	$21.1K	Buy	+825	New	+$24K	﹤0.01%	1608

Other funds holding ICOP

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

VWM

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

Spire Wealth Management's ICOP Position: Q2 2026 in Review

Spire Wealth Management held its iShares Copper and Metals Mining ETF (ICOP) position steady in Q2 2026 at 400 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Spire Wealth Management first reported a position in ICOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.1K in Q4 2024. 12 funds tracked by Wall St. Rank hold ICOP as of Q2 2026.

Spire Wealth Management held 400 shares of iShares Copper and Metals Mining ETF worth $19.7K as of Q2 2026.
Spire Wealth Management left its iShares Copper and Metals Mining ETF share count unchanged in Q2 2026.
iShares Copper and Metals Mining ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1447 holding.
Spire Wealth Management first reported a position in iShares Copper and Metals Mining ETF in Q4 2024 and has held it in 7 quarters since.
Spire Wealth Management's iShares Copper and Metals Mining ETF position peaked at $21.1K in Q4 2024.
12 funds tracked by Wall St. Rank held iShares Copper and Metals Mining ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.