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 Q2	$2.56M	Sell	51,976 -811	-2%	-$42.3K	0.01%	813
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

SMC

Spider Management Company Richmond, Virginia $493M AUM 27.28% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

PCA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Steward Partners Investment Advisory's ICOP Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares Copper and Metals Mining ETF (ICOP) stake by 1.5% in Q2 2026, selling an estimated $42.3K and leaving 51,976 shares worth $2.56M. The position accounts for 0.01% of the portfolio, ranked #813.

Steward Partners Investment Advisory first reported a position in ICOP in Q2 2024 and has held it in 5 quarters since. 96 funds tracked by Wall St. Rank hold ICOP as of Q2 2026.

Steward Partners Investment Advisory held 51,976 shares of iShares Copper and Metals Mining ETF worth $2.56M as of Q2 2026.
Steward Partners Investment Advisory sold 811 iShares Copper and Metals Mining ETF shares in Q2 2026, an estimated $42.3K.
iShares Copper and Metals Mining ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #813 holding.
Steward Partners Investment Advisory first reported a position in iShares Copper and Metals Mining ETF in Q2 2024 and has held it in 5 quarters since.
96 funds tracked by Wall St. Rank held iShares Copper and Metals Mining ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.