CAPTRUST Financial Advisors’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

CAPTRUST Financial 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
2026 Q2	$324K	Buy	4,889 +381	+8%	+$26.1K	﹤0.01%	2530
2026 Q1	$320K	Hold	4,508	–	–	﹤0.01%	2343
2025 Q4	$325K	Sell	4,508 -379	-8%	-$26.7K	﹤0.01%	2195
2025 Q3	$359K	Sell	4,887 -404	-8%	-$30.1K	﹤0.01%	2043
2025 Q2	$388K	Buy	5,291 +351	+7%	+$25.6K	﹤0.01%	1890
2025 Q1	$373K	Hold	4,940	–	–	﹤0.01%	1819
2024 Q4	$377K	Hold	4,940	–	–	﹤0.01%	1771
2024 Q3	$426K	Hold	4,940	–	–	﹤0.01%	1664
2024 Q2	$387K	Sell	4,940 -230	-4%	-$18.7K	﹤0.01%	1648
2024 Q1	$436K	Buy	+5,170	New	+$407K	﹤0.01%	1559
2022 Q3	–	Sell	-56	Closed	-$4K	–	4071
2022 Q2	$4K	Hold	56	–	–	﹤0.01%	4228
2022 Q1	$5K	Hold	56	–	–	﹤0.01%	4182
2021 Q4	$5K	Buy	+56	New	+$4.86K	﹤0.01%	4101

Other funds holding WOOD

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CMMS

Comprehensive Money Management Services Coral Gables, Florida $159M AUM 18.94% 1-Year Est. Return

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAPTRUST Financial Advisors's WOOD Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its iShares Global Timber & Forestry ETF (WOOD) stake by 8.5% in Q2 2026, buying an estimated $26.1K and bringing the position to 4,889 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #2530.

CAPTRUST Financial Advisors first reported a position in WOOD in Q4 2021 and has held it in 13 quarters since. The position peaked at $436K in Q1 2024. 78 funds tracked by Wall St. Rank hold WOOD as of Q2 2026.

CAPTRUST Financial Advisors held 4,889 shares of iShares Global Timber & Forestry ETF worth $324K as of Q2 2026.
CAPTRUST Financial Advisors bought 381 iShares Global Timber & Forestry ETF shares in Q2 2026, an estimated $26.1K.
iShares Global Timber & Forestry ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2530 holding.
CAPTRUST Financial Advisors first reported a position in iShares Global Timber & Forestry ETF in Q4 2021 and has held it in 13 quarters since.
CAPTRUST Financial Advisors's iShares Global Timber & Forestry ETF position peaked at $436K in Q1 2024.
78 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.