IA
WOOD icon

IFP Advisors’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-4
Closed -$1K – 4448
2022
Q4 		$1K Sell
4
-146
-97% -$10.6K ﹤0.01% 4517
2022
Q3 		$14K Hold
150
– – ﹤0.01% 3420
2022
Q2 		$14K Hold
150
– – ﹤0.01% 3170
2022
Q1 		$14K Buy
150
+133
+782% +$12K ﹤0.01% 3170
2021
Q4 		$2K Sell
17
-148
-90% -$12.9K ﹤0.01% 2856
2021
Q3 		$14K Sell
165
-129
-44% -$11.3K ﹤0.01% 2150
2021
Q2 		$26K Hold
294
– – ﹤0.01% 1814
2021
Q1 		$25K Sell
294
-200
-40% -$16.8K ﹤0.01% 1762
2020
Q4 		$39K Hold
494
– – ﹤0.01% 1540
2020
Q3 		$32K Buy
+494
New +$30.9K ﹤0.01% 1450
2020
Q1 		– Sell
-3,907
Closed -$230K – 3027
2019
Q4 		$258K Buy
+3,907
New +$249K 0.02% 588
2019
Q1 		– Sell
-21
Closed -$1K – 3474
2018
Q4 		$1K Sell
21
-109
-84% -$7.04K ﹤0.01% 3404
2018
Q3 		$10K Hold
130
– – ﹤0.01% 2869
2018
Q2 		$10K Hold
130
– – ﹤0.01% 2914
2018
Q1 		$9K Hold
130
– – ﹤0.01% 2866
2017
Q4 		$9K Sell
130
-223
-63% -$15.5K ﹤0.01% 2911
2017
Q3 		$24K Hold
353
– – ﹤0.01% 2490
2017
Q2 		$22K Hold
353
– – ﹤0.01% 2534
2017
Q1 		$20K Hold
353
– – ﹤0.01% 2520
2016
Q4 		$19K Hold
353
– – ﹤0.01% 2509
2016
Q3 		$18K Sell
353
-85
-19% -$4.14K ﹤0.01% 2482
2016
Q2 		$20K Buy
+438
New +$20.5K ﹤0.01% 2348
2016
Q1 		– Sell
-343
Closed -$16K – 3465
2015
Q4 		$16K Buy
+343
New +$16.9K ﹤0.01% 2303

Other funds holding WOOD

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IFO
Independent Family Office Albany, New York $243M AUM 21.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IFP Advisors's WOOD Position: Q1 2023 in Review

IFP Advisors sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2023, closing a stake of 4 shares — an estimated $1K sold.

IFP Advisors first reported a position in WOOD in Q4 2015 and held it in 23 quarters. The position peaked at $258K in Q4 2019. 84 funds tracked by Wall St. Rank hold WOOD as of Q1 2023.

  • IFP Advisors reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 4 iShares Global Timber & Forestry ETF shares in Q1 2023, an estimated $1K.
  • IFP Advisors first reported a position in iShares Global Timber & Forestry ETF in Q4 2015 and held it in 23 quarters.
  • IFP Advisors's iShares Global Timber & Forestry ETF position peaked at $258K in Q4 2019.
  • 84 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.