Advisor Resource Council’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Advisor Resource Council’s Portfolio WOOD Stock Details WOOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,920	Closed	-$748K	–	605
2025 Q1	$748K	Buy	+9,920	New	+$776K	0.06%	298
2024 Q1	–	Sell	-9,920	Closed	-$806K	–	540
2023 Q4	$806K	Buy	+9,920	New	+$747K	0.09%	213
2022 Q3	–	Sell	-10,060	Closed	-$749K	–	519
2022 Q2	$749K	Buy	+10,060	New	+$861K	0.07%	237
2022 Q1	–	Sell	-10,674	Closed	-$982K	–	566
2021 Q4	$982K	Buy	+10,674	New	+$927K	0.08%	243
2021 Q3	–	Sell	-11,040	Closed	-$958K	–	510
2021 Q2	$958K	Buy	+11,040	New	+$1M	0.1%	208

Other funds holding WOOD

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $209M AUM 20.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CMMS

Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Advisor Resource Council's WOOD Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2025, closing a stake of 9,920 shares — an estimated $748K sold.

Advisor Resource Council first reported a position in WOOD in Q2 2021 and held it in 5 quarters. The position peaked at $982K in Q4 2021. 82 funds tracked by Wall St. Rank hold WOOD as of Q2 2025.

Advisor Resource Council reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 9,920 iShares Global Timber & Forestry ETF shares in Q2 2025, an estimated $748K.
Advisor Resource Council first reported a position in iShares Global Timber & Forestry ETF in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's iShares Global Timber & Forestry ETF position peaked at $982K in Q4 2021.
82 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.