Lodestar Private Asset Management’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Lodestar Private Asset Management’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	$316K	Sell	4,765 -22	-0.5%	-$1.5K	0.03%	187
2026 Q1	$340K	Sell	4,787 -50	-1%	-$3.75K	0.03%	180
2025 Q4	$348K	Sell	4,837 -71	-1%	-$5K	0.03%	178
2025 Q3	$360K	Sell	4,908 -1,229	-20%	-$91.5K	0.04%	174
2025 Q2	$450K	Sell	6,137 -461	-7%	-$33.6K	0.05%	151
2025 Q1	$498K	Hold	6,598	–	–	0.06%	137
2024 Q4	$504K	Buy	6,598 +3	+0%	+$242	0.06%	139
2024 Q3	$568K	Hold	6,595	–	–	0.07%	128
2024 Q2	$517K	Buy	6,595 +9	+0.1%	+$733	0.07%	132
2024 Q1	$556K	Hold	6,586	–	–	0.08%	127
2023 Q4	$535K	Sell	6,586 -172	-3%	-$13K	0.08%	125
2023 Q3	$500K	Sell	6,758 -132	-2%	-$9.74K	0.09%	123
2023 Q2	$494K	Buy	6,890 +11	+0.2%	+$787	0.08%	127
2023 Q1	$492K	Sell	6,879 -130	-2%	-$9.66K	0.09%	123
2022 Q4	$510K	Buy	+7,009	New	+$509K	0.1%	122

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

Lodestar Private Asset Management's WOOD Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its iShares Global Timber & Forestry ETF (WOOD) stake by 0.46% in Q2 2026, selling an estimated $1.5K and leaving 4,765 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #187.

Lodestar Private Asset Management first reported a position in WOOD in Q4 2022 and has held it in 15 quarters since. The position peaked at $568K in Q3 2024. 78 funds tracked by Wall St. Rank hold WOOD as of Q2 2026.

Lodestar Private Asset Management held 4,765 shares of iShares Global Timber & Forestry ETF worth $316K as of Q2 2026.
Lodestar Private Asset Management sold 22 iShares Global Timber & Forestry ETF shares in Q2 2026, an estimated $1.5K.
iShares Global Timber & Forestry ETF made up 0.03% of Lodestar Private Asset Management's portfolio in Q2 2026, its #187 holding.
Lodestar Private Asset Management first reported a position in iShares Global Timber & Forestry ETF in Q4 2022 and has held it in 15 quarters since.
Lodestar Private Asset Management's iShares Global Timber & Forestry ETF position peaked at $568K in Q3 2024.
78 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.