LifePlan Financial Group’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

LifePlan Financial Group’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
2020 Q3	$11K	Sell	169 -97	-36%	-$6.06K	﹤0.01%	403
2020 Q2	$15K	Hold	266	–	–	0.01%	377
2020 Q1	$13K	Hold	266	–	–	0.01%	374
2019 Q4	$18K	Hold	266	–	–	0.01%	363
2019 Q3	$16K	Sell	266 -91	-25%	-$5.19K	0.01%	369
2019 Q2	$21K	Sell	357 -238	-40%	-$14.5K	0.01%	339
2019 Q1	$38K	Hold	595	–	–	0.02%	276
2018 Q4	$34K	Hold	595	–	–	0.02%	277
2018 Q3	$45K	Hold	595	–	–	0.02%	266
2018 Q2	$46K	Hold	595	–	–	0.03%	250
2018 Q1	$47K	Buy	+595	New	+$45.1K	0.03%	232

Other funds holding WOOD

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NIC

Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFO

Independent Family Office Albany, New York $243M AUM 21.81% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LifePlan Financial Group's WOOD Position: Q3 2020 in Review

LifePlan Financial Group reduced its iShares Global Timber & Forestry ETF (WOOD) stake by 36% in Q3 2020, selling an estimated $6.06K and leaving 169 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

LifePlan Financial Group first reported a position in WOOD in Q1 2018 and has held it in 11 quarters since. The position peaked at $47K in Q1 2018. 61 funds tracked by Wall St. Rank hold WOOD as of Q3 2020.

LifePlan Financial Group held 169 shares of iShares Global Timber & Forestry ETF worth $11K as of Q3 2020.
LifePlan Financial Group sold 97 iShares Global Timber & Forestry ETF shares in Q3 2020, an estimated $6.06K.
iShares Global Timber & Forestry ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #403 holding.
LifePlan Financial Group first reported a position in iShares Global Timber & Forestry ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's iShares Global Timber & Forestry ETF position peaked at $47K in Q1 2018.
61 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.