Independent Family Office’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Independent Family Office’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 Q1	–	Sell	-5,000	Closed	-$382K	–	72
2024 Q4	$382K	Sell	5,000 -2,700	-35%	-$217K	0.2%	51
2024 Q3	$664K	Hold	7,700	–	–	0.33%	42
2024 Q2	$603K	Sell	7,700 -3,624	-32%	-$295K	0.34%	39
2024 Q1	$956K	Sell	11,324 -1,496	-12%	-$118K	0.51%	35
2023 Q4	$1.04M	Sell	12,820 -2,622	-17%	-$197K	0.59%	31
2023 Q3	$1.14M	Hold	15,442	–	–	0.71%	29
2023 Q2	$1.11M	Sell	15,442 -10,705	-41%	-$766K	0.67%	29
2023 Q1	$1.87M	Sell	26,147 -2,323	-8%	-$173K	1.08%	20
2022 Q4	$2.07M	Sell	28,470 -115	-0.4%	-$8.35K	1.24%	17
2022 Q3	$1.87M	Sell	28,585 -4,538	-14%	-$341K	0.92%	17
2022 Q2	$2.46M	Sell	33,123 -8,966	-21%	-$768K	1.22%	13
2022 Q1	$3.76M	Sell	42,089 -548	-1%	-$49.3K	1.23%	13
2021 Q4	$3.92M	Buy	42,637 +471	+1%	+$40.9K	1.48%	10
2021 Q3	$3.58M	Sell	42,166 -219	-0.5%	-$19.2K	1.47%	10
2021 Q2	$3.68M	Sell	42,385 -11,910	-22%	-$1.08M	1.44%	11
2021 Q1	$4.63M	Sell	54,295 -1,061	-2%	-$88.9K	1.82%	10
2020 Q4	$4.41M	Sell	55,356 -582	-1%	-$41.5K	1.84%	10
2020 Q3	$3.62M	Hold	55,938	–	–	1.72%	10
2020 Q2	$3.1M	Sell	55,938 -870	-2%	-$45.4K	1.61%	9
2020 Q1	$2.71M	Buy	56,808 +1,599	+3%	+$94.1K	1.69%	10
2019 Q4	$3.7M	Buy	+55,209	New	+$3.52M	2.32%	9

Other funds holding WOOD

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CMMS

Comprehensive Money Management Services Coral Gables, Florida $159M AUM 18.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Family Office's WOOD Position: Q1 2025 in Review

Independent Family Office sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2025, closing a stake of 5,000 shares — an estimated $382K sold.

Independent Family Office first reported a position in WOOD in Q4 2019 and held it in 21 quarters. The position peaked at $4.63M in Q1 2021. 82 funds tracked by Wall St. Rank hold WOOD as of Q1 2025.

Independent Family Office reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2025 after selling out during the quarter.
Independent Family Office sold 5,000 iShares Global Timber & Forestry ETF shares in Q1 2025, an estimated $382K.
Independent Family Office first reported a position in iShares Global Timber & Forestry ETF in Q4 2019 and held it in 21 quarters.
Independent Family Office's iShares Global Timber & Forestry ETF position peaked at $4.63M in Q1 2021.
82 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2025.

Based on Independent Family Office's 13F filing for Q1 2025, filed 13 May 2025.