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

JFS Wealth 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
2026 Q2	$12.9K	Buy	195 +1	+0.5%	+$68	﹤0.01%	903
2026 Q1	$13.8K	Hold	194	–	–	﹤0.01%	838
2025 Q4	$14K	Buy	194 +2	+1%	+$141	﹤0.01%	863
2025 Q3	$14.1K	Hold	192	–	–	﹤0.01%	787
2025 Q2	$14.1K	Buy	192 +1	+0.5%	+$73	﹤0.01%	752
2025 Q1	$14.4K	Hold	191	–	–	﹤0.01%	760
2024 Q4	$14.6K	Hold	191	–	–	﹤0.01%	735
2024 Q3	$16.4K	Hold	191	–	–	﹤0.01%	683
2024 Q2	$14.9K	Buy	191 +2	+1%	+$163	﹤0.01%	670
2024 Q1	$15.9K	Hold	189	–	–	﹤0.01%	678
2023 Q4	$15.4K	Hold	189	–	–	﹤0.01%	651
2023 Q3	$14K	Hold	189	–	–	﹤0.01%	624
2023 Q2	$13.6K	Hold	189	–	–	﹤0.01%	631
2023 Q1	$13.5K	Hold	189	–	–	﹤0.01%	621
2022 Q4	$13.8K	Hold	189	–	–	﹤0.01%	610
2022 Q3	$12K	Hold	189	–	–	﹤0.01%	688
2022 Q2	$14K	Hold	189	–	–	﹤0.01%	679
2022 Q1	$17K	Hold	189	–	–	﹤0.01%	653
2021 Q4	$17K	Hold	189	–	–	﹤0.01%	606
2021 Q3	$16K	Buy	+189	New	+$16.6K	﹤0.01%	583

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

JFS Wealth Advisors's WOOD Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares Global Timber & Forestry ETF (WOOD) stake by 0.52% in Q2 2026, buying an estimated $68 and bringing the position to 195 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

JFS Wealth Advisors first reported a position in WOOD in Q3 2021 and has held it in 20 quarters since. The position peaked at $17K in Q1 2022. 78 funds tracked by Wall St. Rank hold WOOD as of Q2 2026.

JFS Wealth Advisors held 195 shares of iShares Global Timber & Forestry ETF worth $12.9K as of Q2 2026.
JFS Wealth Advisors bought 1 iShares Global Timber & Forestry ETF share in Q2 2026, an estimated $68.
iShares Global Timber & Forestry ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #903 holding.
JFS Wealth Advisors first reported a position in iShares Global Timber & Forestry ETF in Q3 2021 and has held it in 20 quarters since.
JFS Wealth Advisors's iShares Global Timber & Forestry ETF position peaked at $17K in Q1 2022.
78 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.