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 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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SMC

Spider Management Company Richmond, Virginia $351M AUM 18.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Whitney & Co's ICOP Position: Q1 2026 in Review

Whitney & Co increased its iShares Copper and Metals Mining ETF (ICOP) stake by 3.6% in Q1 2026, buying an estimated $291K and bringing the position to 167,003 shares worth $7.95M. The position accounts for 0.66% of the portfolio, ranked #49.

Whitney & Co first reported a position in ICOP in Q4 2024 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold ICOP as of Q1 2026.

Whitney & Co held 167,003 shares of iShares Copper and Metals Mining ETF worth $7.95M as of Q1 2026.
Whitney & Co bought 5,765 iShares Copper and Metals Mining ETF shares in Q1 2026, an estimated $291K.
iShares Copper and Metals Mining ETF made up 0.66% of Whitney & Co's portfolio in Q1 2026, its #49 holding.
Whitney & Co first reported a position in iShares Copper and Metals Mining ETF in Q4 2024 and has held it in 6 quarters since.
93 funds tracked by Wall St. Rank held iShares Copper and Metals Mining ETF as of Q1 2026.

Based on Whitney & Co's 13F filing for Q1 2026, filed 5 May 2026.