American Portfolios Advisors’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

American Portfolios Advisors’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
2022 Q3	$8.18K	Sell	125 -75	-38%	-$5.64K	﹤0.01%	2615
2022 Q2	$14.9K	Hold	200	–	–	﹤0.01%	2377
2022 Q1	$17.9K	Buy	200 +20	+11%	+$1.8K	﹤0.01%	2428
2021 Q4	$16.6K	Hold	180	–	–	﹤0.01%	2400
2021 Q3	$15.3K	Sell	180 -586	-77%	-$51.5K	﹤0.01%	2392
2021 Q2	$66.5K	Buy	766 +666	+666%	+$60.4K	﹤0.01%	1600
2021 Q1	$8.53K	Buy	100 +25	+33%	+$2.1K	﹤0.01%	2454
2020 Q4	$5.97K	Hold	75	–	–	﹤0.01%	2337
2020 Q3	$4.85K	Buy	+75	New	+$4.69K	﹤0.01%	2300

Other funds holding WOOD

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

NIC

Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

IFO

Independent Family Office Albany, New York $243M AUM 21.81% 1-Year Est. Return

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

American Portfolios Advisors's WOOD Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Global Timber & Forestry ETF (WOOD) stake by 38% in Q3 2022, selling an estimated $5.64K and leaving 125 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

American Portfolios Advisors first reported a position in WOOD in Q3 2020 and has held it in 9 quarters since. The position peaked at $66.5K in Q2 2021. 90 funds tracked by Wall St. Rank hold WOOD as of Q3 2022.

American Portfolios Advisors held 125 shares of iShares Global Timber & Forestry ETF worth $8.18K as of Q3 2022.
American Portfolios Advisors sold 75 iShares Global Timber & Forestry ETF shares in Q3 2022, an estimated $5.64K.
iShares Global Timber & Forestry ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2615 holding.
American Portfolios Advisors first reported a position in iShares Global Timber & Forestry ETF in Q3 2020 and has held it in 9 quarters since.
American Portfolios Advisors's iShares Global Timber & Forestry ETF position peaked at $66.5K in Q2 2021.
90 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.