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

EPG 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	$9.94K	Hold	150	–	–	﹤0.01%	280
2026 Q1	$10.6K	Hold	150	–	–	﹤0.01%	282
2025 Q4	$10.8K	Hold	150	–	–	﹤0.01%	275
2025 Q3	$11K	Hold	150	–	–	﹤0.01%	275
2025 Q2	$11K	Hold	150	–	–	﹤0.01%	269
2025 Q1	$11.3K	Hold	150	–	–	﹤0.01%	367
2024 Q4	$11.5K	Hold	150	–	–	﹤0.01%	367
2024 Q3	$12.9K	Buy	+150	New	+$12.1K	﹤0.01%	364
2024 Q2	–	Sell	-150	Closed	-$12.2K	–	388
2024 Q1	$12.7K	Hold	150	–	–	﹤0.01%	379
2023 Q4	$11.2K	Hold	150	–	–	﹤0.01%	368
2023 Q3	$11.1K	Hold	150	–	–	﹤0.01%	360
2023 Q2	$10.8K	Buy	+150	New	+$10.7K	﹤0.01%	352
2022 Q1	–	Sell	-203	Closed	-$19K	–	437
2021 Q4	$19K	Buy	203 +1	+0.5%	+$87	0.01%	338
2021 Q3	$17K	Buy	+202	New	+$17.7K	0.01%	317
2020 Q2	–	Sell	-150	Closed	-$7K	–	780
2020 Q1	$7K	Buy	+150	New	+$8.83K	0.01%	546

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

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

EPG Wealth Management held its iShares Global Timber & Forestry ETF (WOOD) position steady in Q2 2026 at 150 shares worth $9.94K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

EPG Wealth Management first reported a position in WOOD in Q1 2020 and has held it in 15 quarters since. The position peaked at $19K in Q4 2021. 78 funds tracked by Wall St. Rank hold WOOD as of Q2 2026.

EPG Wealth Management held 150 shares of iShares Global Timber & Forestry ETF worth $9.94K as of Q2 2026.
EPG Wealth Management left its iShares Global Timber & Forestry ETF share count unchanged in Q2 2026.
iShares Global Timber & Forestry ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #280 holding.
EPG Wealth Management first reported a position in iShares Global Timber & Forestry ETF in Q1 2020 and has held it in 15 quarters since.
EPG Wealth Management's iShares Global Timber & Forestry ETF position peaked at $19K in Q4 2021.
78 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.