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

Medallion 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 Q1	$5.18K	Hold	73	–	–	﹤0.01%	864
2025 Q4	$5.26K	Hold	73	–	–	﹤0.01%	847
2025 Q3	$5.36K	Hold	73	–	–	﹤0.01%	851
2025 Q2	$5.42K	Hold	73	–	–	﹤0.01%	823
2025 Q1	$5.53K	Hold	73	–	–	﹤0.01%	775
2024 Q4	$5.57K	Buy	+73	New	+$5.88K	﹤0.01%	736

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 $305M AUM 23.05% 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 $83.7B AUM 27.22% 1-Year Est. Return

FTUS

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

Medallion Wealth Advisors's WOOD Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares Global Timber & Forestry ETF (WOOD) position steady in Q1 2026 at 73 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Medallion Wealth Advisors first reported a position in WOOD in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.57K in Q4 2024. 84 funds tracked by Wall St. Rank hold WOOD as of Q1 2026.

Medallion Wealth Advisors held 73 shares of iShares Global Timber & Forestry ETF worth $5.18K as of Q1 2026.
Medallion Wealth Advisors left its iShares Global Timber & Forestry ETF share count unchanged in Q1 2026.
iShares Global Timber & Forestry ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #864 holding.
Medallion Wealth Advisors first reported a position in iShares Global Timber & Forestry ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's iShares Global Timber & Forestry ETF position peaked at $5.57K in Q4 2024.
84 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.