WWM
ICOP icon

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

WT 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
2024
Q4 		– Sell
-7,242
Closed -$225K – 137
2024
Q3 		$225K Buy
+7,242
New +$211K 0.07% 118

Other funds holding ICOP

WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

WT Wealth Management's ICOP Position: Q4 2024 in Review

WT Wealth Management sold out of iShares Copper and Metals Mining ETF (ICOP) in Q4 2024, closing a stake of 7,242 shares — an estimated $225K sold.

WT Wealth Management first reported a position in ICOP in Q3 2024 and held it in 1 quarter. The position peaked at $225K in Q3 2024. 14 funds tracked by Wall St. Rank hold ICOP as of Q4 2024.

  • WT Wealth Management reported no remaining iShares Copper and Metals Mining ETF position as of Q4 2024 after selling out during the quarter.
  • WT Wealth Management sold 7,242 iShares Copper and Metals Mining ETF shares in Q4 2024, an estimated $225K.
  • WT Wealth Management first reported a position in iShares Copper and Metals Mining ETF in Q3 2024 and held it in 1 quarter.
  • WT Wealth Management's iShares Copper and Metals Mining ETF position peaked at $225K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held iShares Copper and Metals Mining ETF as of Q4 2024.

Based on WT Wealth Management's 13F filing for Q4 2024, filed 5 Feb 2025.