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

Clearstead 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	$106K	Buy	1,595 +64	+4%	+$4.38K	﹤0.01%	1278
2026 Q1	$109K	Hold	1,531	–	–	﹤0.01%	1122
2025 Q4	$110K	Buy	1,531 +22	+1%	+$1.55K	﹤0.01%	1103
2025 Q3	$111K	Hold	1,509	–	–	﹤0.01%	1020
2025 Q2	$111K	Buy	1,509 +15	+1%	+$1.09K	﹤0.01%	1039
2025 Q1	$113K	Hold	1,494	–	–	﹤0.01%	968
2024 Q4	$114K	Buy	1,494 +7	+0.5%	+$564	﹤0.01%	991
2024 Q3	$128K	Hold	1,487	–	–	﹤0.01%	971
2024 Q2	$117K	Buy	1,487 +24	+2%	+$1.96K	﹤0.01%	964
2024 Q1	$121K	Hold	1,463	–	–	0.01%	566
2023 Q4	$119K	Sell	1,463 -1,463	-50%	-$110K	0.01%	554
2023 Q3	$217K	Buy	2,926 +1,463	+100%	+$108K	0.01%	558
2023 Q2	$105K	Buy	1,463 +26	+2%	+$1.86K	0.01%	567
2023 Q1	$103K	Hold	1,437	–	–	0.01%	503
2022 Q4	$105K	Buy	+1,437	New	+$104K	0.01%	489

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

Clearstead Advisors's WOOD Position: Q2 2026 in Review

Clearstead Advisors increased its iShares Global Timber & Forestry ETF (WOOD) stake by 4.2% in Q2 2026, buying an estimated $4.38K and bringing the position to 1,595 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Clearstead Advisors first reported a position in WOOD in Q4 2022 and has held it in 15 quarters since. The position peaked at $217K in Q3 2023. 78 funds tracked by Wall St. Rank hold WOOD as of Q2 2026.

Clearstead Advisors held 1,595 shares of iShares Global Timber & Forestry ETF worth $106K as of Q2 2026.
Clearstead Advisors bought 64 iShares Global Timber & Forestry ETF shares in Q2 2026, an estimated $4.38K.
iShares Global Timber & Forestry ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1278 holding.
Clearstead Advisors first reported a position in iShares Global Timber & Forestry ETF in Q4 2022 and has held it in 15 quarters since.
Clearstead Advisors's iShares Global Timber & Forestry ETF position peaked at $217K in Q3 2023.
78 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.