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 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 $109B AUM 35.56% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CMMS

Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $209M AUM 20.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Lodestar Private Asset Management's WOOD Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its iShares Global Timber & Forestry ETF (WOOD) stake by 1% in Q1 2026, selling an estimated $3.75K and leaving 4,787 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #180.

Lodestar Private Asset Management first reported a position in WOOD in Q4 2022 and has held it in 14 quarters since. The position peaked at $568K in Q3 2024. 84 funds tracked by Wall St. Rank hold WOOD as of Q1 2026.

Lodestar Private Asset Management held 4,787 shares of iShares Global Timber & Forestry ETF worth $340K as of Q1 2026.
Lodestar Private Asset Management sold 50 iShares Global Timber & Forestry ETF shares in Q1 2026, an estimated $3.75K.
iShares Global Timber & Forestry ETF made up 0.03% of Lodestar Private Asset Management's portfolio in Q1 2026, its #180 holding.
Lodestar Private Asset Management first reported a position in iShares Global Timber & Forestry ETF in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's iShares Global Timber & Forestry ETF position peaked at $568K in Q3 2024.
84 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.