Comprehensive Financial Planning’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Comprehensive Financial Planning’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	-322	Closed	-$24.3K	–	352
2025 Q1	$24.3K	Sell	322 -1	-0.3%	-$78	0.02%	171
2024 Q4	$24.6K	Buy	+323	New	+$26K	0.02%	192

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

Comprehensive Financial Planning's WOOD Position: Q2 2025 in Review

Comprehensive Financial Planning sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2025, closing a stake of 322 shares — an estimated $24.3K sold.

Comprehensive Financial Planning first reported a position in WOOD in Q4 2024 and held it in 2 quarters. The position peaked at $24.6K in Q4 2024. 82 funds tracked by Wall St. Rank hold WOOD as of Q2 2025.

Comprehensive Financial Planning reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2025 after selling out during the quarter.
Comprehensive Financial Planning sold 322 iShares Global Timber & Forestry ETF shares in Q2 2025, an estimated $24.3K.
Comprehensive Financial Planning first reported a position in iShares Global Timber & Forestry ETF in Q4 2024 and held it in 2 quarters.
Comprehensive Financial Planning's iShares Global Timber & Forestry ETF position peaked at $24.6K in Q4 2024.
82 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2025.

Based on Comprehensive Financial Planning's 13F filing for Q2 2025, filed 8 Aug 2025.