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Steward Partners Investment Advisory’s iShares Copper and Metals Mining ETF ICOP Stock Holding History

Steward Partners Investment Advisory’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 		$2.51M Buy
52,787
+51,453
+3,857% +$2.6M 0.01% 771
2025
Q4 		$59.1K Buy
1,334
+794
+147% +$31.6K ﹤0.01% 2583
2025
Q3 		$20.3K Buy
+540
New +$17.2K ﹤0.01% 3090
2024
Q3 		– Sell
-575
Closed -$17.3K – 3797
2024
Q2 		$17.3K Buy
+575
New +$17.8K ﹤0.01% 2590

Other funds holding ICOP

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 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 $351M AUM 18.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return

Steward Partners Investment Advisory's ICOP Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its iShares Copper and Metals Mining ETF (ICOP) stake by 3,857% in Q1 2026, buying an estimated $2.6M and bringing the position to 52,787 shares worth $2.51M. The position accounts for 0.01% of the portfolio, ranked #771.

Steward Partners Investment Advisory first reported a position in ICOP in Q2 2024 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold ICOP as of Q1 2026.

  • Steward Partners Investment Advisory held 52,787 shares of iShares Copper and Metals Mining ETF worth $2.51M as of Q1 2026.
  • Steward Partners Investment Advisory bought 51,453 iShares Copper and Metals Mining ETF shares in Q1 2026, an estimated $2.6M.
  • iShares Copper and Metals Mining ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #771 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Copper and Metals Mining ETF in Q2 2024 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held iShares Copper and Metals Mining ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.