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

Endowment 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
2026 Q2	$571K	Buy	8,622 +474	+6%	+$32.4K	0.22%	78
2026 Q1	$578K	Buy	8,148 +115	+1%	+$8.63K	0.26%	73
2025 Q4	$578K	Buy	8,033 +1,019	+15%	+$71.8K	0.27%	73
2025 Q3	$515K	Buy	7,014 +199	+3%	+$14.8K	0.23%	83
2025 Q2	$500K	Sell	6,815 -24	-0.4%	-$1.75K	0.26%	74
2025 Q1	$516K	Buy	6,839 +547	+9%	+$42.8K	0.33%	68
2024 Q4	$480K	Buy	6,292 +134	+2%	+$10.8K	0.32%	68
2024 Q3	$531K	Sell	6,158 -11	-0.2%	-$886	0.35%	63
2024 Q2	$483K	Sell	6,169 -88	-1%	-$7.17K	0.35%	67
2024 Q1	$528K	Buy	6,257 +3,769	+151%	+$297K	0.4%	63
2023 Q4	$202K	Buy	+2,488	New	+$187K	0.17%	124

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

Endowment Wealth Management's WOOD Position: Q2 2026 in Review

Endowment Wealth Management increased its iShares Global Timber & Forestry ETF (WOOD) stake by 5.8% in Q2 2026, buying an estimated $32.4K and bringing the position to 8,622 shares worth $571K. The position accounts for 0.22% of the portfolio, ranked #78.

Endowment Wealth Management first reported a position in WOOD in Q4 2023 and has held it in 11 quarters since. The position peaked at $578K in Q4 2025. 78 funds tracked by Wall St. Rank hold WOOD as of Q2 2026.

Endowment Wealth Management held 8,622 shares of iShares Global Timber & Forestry ETF worth $571K as of Q2 2026.
Endowment Wealth Management bought 474 iShares Global Timber & Forestry ETF shares in Q2 2026, an estimated $32.4K.
iShares Global Timber & Forestry ETF made up 0.22% of Endowment Wealth Management's portfolio in Q2 2026, its #78 holding.
Endowment Wealth Management first reported a position in iShares Global Timber & Forestry ETF in Q4 2023 and has held it in 11 quarters since.
Endowment Wealth Management's iShares Global Timber & Forestry ETF position peaked at $578K in Q4 2025.
78 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.