Rather & Kittrell’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Rather & Kittrell’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 Q4	–	Sell	-2,434	Closed	-$210K	–	85
2024 Q3	$210K	Buy	+2,434	New	+$196K	0.05%	83
2024 Q2	–	Sell	-2,434	Closed	-$205K	–	85
2024 Q1	$205K	Buy	+2,434	New	+$192K	0.06%	79
2022 Q3	–	Sell	-2,932	Closed	-$218K	–	62
2022 Q2	$218K	Sell	2,932 -991	-25%	-$84.9K	0.24%	54
2022 Q1	$350K	Buy	3,923 +100	+3%	+$9K	0.34%	44
2021 Q4	$351K	Buy	+3,823	New	+$332K	0.31%	41

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

FTUS

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

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

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

LIA

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

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

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

CMMS

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Rather & Kittrell's WOOD Position: Q4 2024 in Review

Rather & Kittrell sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2024, closing a stake of 2,434 shares — an estimated $210K sold.

Rather & Kittrell first reported a position in WOOD in Q4 2021 and held it in 5 quarters. The position peaked at $351K in Q4 2021. 83 funds tracked by Wall St. Rank hold WOOD as of Q4 2024.

Rather & Kittrell reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2024 after selling out during the quarter.
Rather & Kittrell sold 2,434 iShares Global Timber & Forestry ETF shares in Q4 2024, an estimated $210K.
Rather & Kittrell first reported a position in iShares Global Timber & Forestry ETF in Q4 2021 and held it in 5 quarters.
Rather & Kittrell's iShares Global Timber & Forestry ETF position peaked at $351K in Q4 2021.
83 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2024.

Based on Rather & Kittrell's 13F filing for Q4 2024, filed 13 Feb 2025.