LRI Investments’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

LRI Investments’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	$24K	Hold	362	–	–	﹤0.01%	717
2026 Q1	$25.7K	Hold	362	–	–	﹤0.01%	640
2025 Q4	$26.1K	Hold	362	–	–	﹤0.01%	652
2025 Q3	$26.6K	Sell	362 -267	-42%	-$19.9K	﹤0.01%	659
2025 Q2	$46.2K	Buy	629 +4	+0.6%	+$292	﹤0.01%	562
2025 Q1	$47.2K	Buy	625 +267	+75%	+$20.9K	﹤0.01%	540
2024 Q4	$27.4K	Buy	358 +1	+0.3%	+$81	﹤0.01%	620
2024 Q3	$27.9K	Buy	+357	New	+$28.8K	﹤0.01%	599

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

LRI Investments's WOOD Position: Q2 2026 in Review

LRI Investments held its iShares Global Timber & Forestry ETF (WOOD) position steady in Q2 2026 at 362 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

LRI Investments first reported a position in WOOD in Q3 2024 and has held it in 8 quarters since. The position peaked at $47.2K in Q1 2025. 78 funds tracked by Wall St. Rank hold WOOD as of Q2 2026.

LRI Investments held 362 shares of iShares Global Timber & Forestry ETF worth $24K as of Q2 2026.
LRI Investments left its iShares Global Timber & Forestry ETF share count unchanged in Q2 2026.
iShares Global Timber & Forestry ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #717 holding.
LRI Investments first reported a position in iShares Global Timber & Forestry ETF in Q3 2024 and has held it in 8 quarters since.
LRI Investments's iShares Global Timber & Forestry ETF position peaked at $47.2K in Q1 2025.
78 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.