Congress Wealth Management’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Congress Wealth Management’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 Q2	–	Sell	-29,151	Closed	-$2.6M	–	625
2022 Q1	$2.6M	Sell	29,151 -392	-1%	-$35.3K	0.06%	275
2021 Q4	$2.72M	Buy	+29,543	New	+$2.57M	0.05%	283

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

NIC

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BSWM

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

IFO

Independent Family Office Albany, New York $249M AUM 18.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Congress Wealth Management's WOOD Position: Q2 2022 in Review

Congress Wealth Management sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2022, closing a stake of 29,151 shares — an estimated $2.6M sold.

Congress Wealth Management first reported a position in WOOD in Q4 2021 and held it in 2 quarters. The position peaked at $2.72M in Q4 2021. 100 funds tracked by Wall St. Rank hold WOOD as of Q2 2022.

Congress Wealth Management reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2022 after selling out during the quarter.
Congress Wealth Management sold 29,151 iShares Global Timber & Forestry ETF shares in Q2 2022, an estimated $2.6M.
Congress Wealth Management first reported a position in iShares Global Timber & Forestry ETF in Q4 2021 and held it in 2 quarters.
Congress Wealth Management's iShares Global Timber & Forestry ETF position peaked at $2.72M in Q4 2021.
100 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2022.

Based on Congress Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.