Whitney & Co’s iShares Copper and Metals Mining ETF ICOP Stock Holding History

Whitney & Co’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	$8.55M	Buy	173,598 +6,595	+4%	+$344K	0.62%	45
2026 Q1	$7.95M	Buy	167,003 +5,765	+4%	+$291K	0.66%	49
2025 Q4	$7.14M	Buy	161,238 +2,422	+2%	+$96.5K	0.57%	49
2025 Q3	$5.97M	Buy	158,816 +4,613	+3%	+$147K	0.54%	54
2025 Q2	$4.61M	Buy	154,203 +2,451	+2%	+$66.4K	0.45%	56
2025 Q1	$3.93M	Buy	151,752 +6,846	+5%	+$182K	0.42%	59
2024 Q4	$3.7M	Buy	+144,906	New	+$4.21M	0.39%	55

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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

Whitney & Co's ICOP Position: Q2 2026 in Review

Whitney & Co increased its iShares Copper and Metals Mining ETF (ICOP) stake by 3.9% in Q2 2026, buying an estimated $344K and bringing the position to 173,598 shares worth $8.55M. The position accounts for 0.62% of the portfolio, ranked #45.

Whitney & Co first reported a position in ICOP in Q4 2024 and has held it in 7 quarters since. 97 funds tracked by Wall St. Rank hold ICOP as of Q2 2026.

Whitney & Co held 173,598 shares of iShares Copper and Metals Mining ETF worth $8.55M as of Q2 2026.
Whitney & Co bought 6,595 iShares Copper and Metals Mining ETF shares in Q2 2026, an estimated $344K.
iShares Copper and Metals Mining ETF made up 0.62% of Whitney & Co's portfolio in Q2 2026, its #45 holding.
Whitney & Co first reported a position in iShares Copper and Metals Mining ETF in Q4 2024 and has held it in 7 quarters since.
97 funds tracked by Wall St. Rank held iShares Copper and Metals Mining ETF as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.