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Private Advisor Group’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Private Advisor 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
2024
Q2 		– Sell
-3,559
Closed -$300K – 2479
2024
Q1 		$300K Sell
3,559
-3,042
-46% -$240K ﹤0.01% 1834
2023
Q4 		$537K Sell
6,601
-806
-11% -$60.7K ﹤0.01% 1422
2023
Q3 		$548K Sell
7,407
-5,540
-43% -$409K ﹤0.01% 1333
2023
Q2 		$957K Sell
12,947
-1,780
-12% -$127K 0.01% 1068
2023
Q1 		$1.05M Sell
14,727
-1,201
-8% -$89.3K 0.01% 969
2022
Q4 		$660K Sell
15,928
-3,327
-17% -$242K 0.03% 482
2022
Q3 		$1.26M Sell
19,255
-453
-2% -$34.1K 0.01% 813
2022
Q2 		$1.47M Buy
19,708
+1,154
+6% +$98.8K 0.01% 886
2022
Q1 		$1.66M Buy
18,554
+2,276
+14% +$205K 0.01% 872
2021
Q4 		$1.5M Sell
16,278
-5,074
-24% -$441K 0.01% 933
2021
Q3 		$1.81M Buy
21,352
+10,070
+89% +$884K 0.01% 921
2021
Q2 		$979K Buy
11,282
+2,906
+35% +$264K 0.01% 1078
2021
Q1 		$715K Buy
8,376
+156
+2% +$13.1K 0.01% 1151
2020
Q4 		$654K Buy
+8,220
New +$586K 0.01% 1096
2020
Q3 		– Sell
-705
Closed -$39K – 3422
2020
Q2 		$39K Buy
+705
New +$36.8K ﹤0.01% 2233
2017
Q3 		– Sell
-5,555
Closed -$338K – 1511
2017
Q2 		$338K Buy
+5,555
New +$332K 0.01% 1018
2014
Q4 		– Sell
-890
Closed -$44K – 1300
2014
Q3 		$44K Buy
+890
New +$45.7K ﹤0.01% 1061

Other funds holding WOOD

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $209M AUM 20.41% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
AIM
Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return

Private Advisor Group's WOOD Position: Q2 2024 in Review

Private Advisor Group sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2024, closing a stake of 3,559 shares — an estimated $300K sold.

Private Advisor Group first reported a position in WOOD in Q3 2014 and held it in 17 quarters. The position peaked at $1.81M in Q3 2021. 83 funds tracked by Wall St. Rank hold WOOD as of Q2 2024.

  • Private Advisor Group reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2024 after selling out during the quarter.
  • Private Advisor Group sold 3,559 iShares Global Timber & Forestry ETF shares in Q2 2024, an estimated $300K.
  • Private Advisor Group first reported a position in iShares Global Timber & Forestry ETF in Q3 2014 and held it in 17 quarters.
  • Private Advisor Group's iShares Global Timber & Forestry ETF position peaked at $1.81M in Q3 2021.
  • 83 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2024.

Based on Private Advisor Group's 13F filing for Q2 2024, filed 5 Aug 2024.