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Householder Group Estate & Retirement Specialist’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-33
Closed -$2K – 1238
2024
Q3 		$2K Hold
33
– – ﹤0.01% 1071
2024
Q2 		$2K Hold
33
– – ﹤0.01% 1099
2024
Q1 		$2.79K Hold
33
– – ﹤0.01% 1005
2023
Q4 		$2K Hold
33
– – ﹤0.01% 1033
2023
Q3 		$2.44K Buy
+33
New +$2.43K ﹤0.01% 1045
2023
Q1 		$2K Buy
+33
New +$2.45K ﹤0.01% 1110
2022
Q4 		– Sell
-33
Closed -$2K – 1170
2022
Q3 		$2K Buy
+33
New +$2.48K ﹤0.01% 992

Other funds holding WOOD

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WOOD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2024, closing a stake of 33 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in WOOD in Q3 2022 and held it in 7 quarters. The position peaked at $2.79K in Q1 2024. 83 funds tracked by Wall St. Rank hold WOOD as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 33 iShares Global Timber & Forestry ETF shares in Q4 2024, an estimated $2K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares Global Timber & Forestry ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's iShares Global Timber & Forestry ETF position peaked at $2.79K in Q1 2024.
  • 83 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.