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Costello Asset Management’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Costello Asset 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
2025
Q3 		– Sell
-64
Closed -$4.73K – 703
2025
Q2 		$4.73K Hold
64
– – ﹤0.01% 560
2025
Q1 		$4.86K Buy
+64
New +$5K ﹤0.01% 531

Other funds holding WOOD

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Truist Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Costello Asset Management's WOOD Position: Q3 2025 in Review

Costello Asset Management sold out of iShares Global Timber & Forestry ETF (WOOD) in Q3 2025, closing a stake of 64 shares — an estimated $4.73K sold.

Costello Asset Management first reported a position in WOOD in Q1 2025 and held it in 2 quarters. The position peaked at $4.86K in Q1 2025. 81 funds tracked by Wall St. Rank hold WOOD as of Q3 2025.

  • Costello Asset Management reported no remaining iShares Global Timber & Forestry ETF position as of Q3 2025 after selling out during the quarter.
  • Costello Asset Management sold 64 iShares Global Timber & Forestry ETF shares in Q3 2025, an estimated $4.73K.
  • Costello Asset Management first reported a position in iShares Global Timber & Forestry ETF in Q1 2025 and held it in 2 quarters.
  • Costello Asset Management's iShares Global Timber & Forestry ETF position peaked at $4.86K in Q1 2025.
  • 81 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2025.

Based on Costello Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.