Carson Wealth (CWM LLC)’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$22.1K	Hold	312	–	–	﹤0.01%	4344
2025 Q4	$22K	Hold	312	–	–	﹤0.01%	4130
2025 Q3	$23K	Buy	312 +277	+791%	+$20.6K	﹤0.01%	4052
2025 Q2	$3K	Hold	35	–	–	﹤0.01%	4825
2025 Q1	$3K	Hold	35	–	–	﹤0.01%	4701
2024 Q4	$3K	Hold	35	–	–	﹤0.01%	4470
2024 Q3	$3K	Hold	35	–	–	﹤0.01%	4329
2024 Q2	$3K	Hold	35	–	–	﹤0.01%	4138
2024 Q1	$3K	Sell	35 -166	-83%	-$13.1K	﹤0.01%	3904
2023 Q4	$16K	Hold	201	–	–	﹤0.01%	2929
2023 Q3	$15K	Hold	201	–	–	﹤0.01%	2899
2023 Q2	$14K	Hold	201	–	–	﹤0.01%	2892
2023 Q1	$14K	Buy	201 +35	+21%	+$2.6K	﹤0.01%	2770
2022 Q4	$12K	Hold	166	–	–	﹤0.01%	2727
2022 Q3	$11K	Hold	166	–	–	﹤0.01%	2652
2022 Q2	$12K	Hold	166	–	–	﹤0.01%	2492
2022 Q1	$15K	Buy	+166	New	+$14.9K	﹤0.01%	2271
2014 Q1	–	Sell	-15,970	Closed	-$844K	–	502
2013 Q4	$844K	Sell	15,970 -5,483	-26%	-$280K	0.13%	110
2013 Q3	$1.06M	Buy	+21,453	New	+$1.03M	0.28%	50

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

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

Jane Street New York $1.21T AUM 78.12% 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

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

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

FTUS

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

Carson Wealth (CWM LLC)'s WOOD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its iShares Global Timber & Forestry ETF (WOOD) position steady in Q1 2026 at 312 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4344.

Carson Wealth (CWM LLC) first reported a position in WOOD in Q3 2013 and has held it in 19 quarters since. The position peaked at $1.06M in Q3 2013. 84 funds tracked by Wall St. Rank hold WOOD as of Q1 2026.

Carson Wealth (CWM LLC) held 312 shares of iShares Global Timber & Forestry ETF worth $22.1K as of Q1 2026.
Carson Wealth (CWM LLC) left its iShares Global Timber & Forestry ETF share count unchanged in Q1 2026.
iShares Global Timber & Forestry ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4344 holding.
Carson Wealth (CWM LLC) first reported a position in iShares Global Timber & Forestry ETF in Q3 2013 and has held it in 19 quarters since.
Carson Wealth (CWM LLC)'s iShares Global Timber & Forestry ETF position peaked at $1.06M in Q3 2013.
84 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.