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Raymond James & Associates’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Raymond James & Associates’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
Q3 		$253K Buy
2,931
+309
+12% +$24.9K ﹤0.01% 3499
2024
Q2 		$205K Buy
2,622
+34
+1% +$2.77K ﹤0.01% 3590
2024
Q1 		$218K Hold
2,588
– – ﹤0.01% 3570
2023
Q4 		$210K Sell
2,588
-444
-15% -$33.4K ﹤0.01% 3497
2023
Q3 		$224K Sell
3,032
-500
-14% -$36.9K ﹤0.01% 3395
2023
Q2 		$253K Sell
3,532
-314
-8% -$22.5K ﹤0.01% 3360
2023
Q1 		$275K Hold
3,846
– – ﹤0.01% 3291
2022
Q4 		$280K Sell
3,846
-2,222
-37% -$161K ﹤0.01% 3260
2022
Q3 		$397K Sell
6,068
-327
-5% -$24.6K ﹤0.01% 3001
2022
Q2 		$476K Buy
6,395
+2,100
+49% +$180K ﹤0.01% 2948
2022
Q1 		$384K Sell
4,295
-64
-1% -$5.76K ﹤0.01% 3242
2021
Q4 		$401K Sell
4,359
-1,955
-31% -$170K ﹤0.01% 3252
2021
Q3 		$537K Buy
6,314
+1,222
+24% +$107K ﹤0.01% 3014
2021
Q2 		$442K Buy
5,092
+861
+20% +$78.1K ﹤0.01% 3176
2021
Q1 		$361K Buy
4,231
+1,274
+43% +$107K ﹤0.01% 3241
2020
Q4 		$235K Sell
2,957
-415
-12% -$29.6K ﹤0.01% 3276
2020
Q3 		$218K Buy
+3,372
New +$211K ﹤0.01% 3157
2020
Q1 		– Sell
-4,170
Closed -$279K – 3737
2019
Q4 		$279K Buy
+4,170
New +$266K ﹤0.01% 3125
2019
Q2 		– Sell
-6,566
Closed -$417K – 3763
2019
Q1 		$417K Buy
6,566
+88
+1% +$5.59K ﹤0.01% 2782
2018
Q4 		$370K Sell
6,478
-40,903
-86% -$2.64M ﹤0.01% 2737
2018
Q3 		$3.57M Buy
47,381
+2,273
+5% +$175K 0.01% 1432
2018
Q2 		$3.52M Sell
45,108
-1,169
-3% -$94.3K 0.01% 1389
2018
Q1 		$3.63M Buy
46,277
+25,527
+123% +$1.93M 0.01% 1332
2017
Q4 		$1.48M Buy
20,750
+446
+2% +$31.1K ﹤0.01% 1889
2017
Q3 		$1.36M Buy
20,304
+1,702
+9% +$108K ﹤0.01% 1908
2017
Q2 		$1.14M Buy
18,602
+377
+2% +$22.6K ﹤0.01% 1947
2017
Q1 		$1.05M Sell
18,225
-262
-1% -$14.7K ﹤0.01% 1949
2016
Q4 		$991K Buy
+18,487
New +$951K ﹤0.01% 1928
2014
Q2 		– Sell
-31,303
Closed -$1.62M – 2232
2014
Q1 		$1.62M Buy
31,303
+6,962
+29% +$363K 0.01% 1154
2013
Q4 		$1.29M Buy
24,341
+1,938
+9% +$98.9K 0.01% 1183
2013
Q3 		$1.11M Sell
22,403
-1,282
-5% -$61.8K 0.01% 1203
2013
Q2 		$1.07M Buy
+23,685
New +$1.14M 0.01% 1136

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $209M AUM 20.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James & Associates's WOOD Position: Q3 2024 in Review

Raymond James & Associates increased its iShares Global Timber & Forestry ETF (WOOD) stake by 12% in Q3 2024, buying an estimated $24.9K and bringing the position to 2,931 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #3499.

Raymond James & Associates first reported a position in WOOD in Q2 2013 and has held it in 32 quarters since. The position peaked at $3.63M in Q1 2018. 85 funds tracked by Wall St. Rank hold WOOD as of Q3 2024.

  • Raymond James & Associates held 2,931 shares of iShares Global Timber & Forestry ETF worth $253K as of Q3 2024.
  • Raymond James & Associates bought 309 iShares Global Timber & Forestry ETF shares in Q3 2024, an estimated $24.9K.
  • iShares Global Timber & Forestry ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3499 holding.
  • Raymond James & Associates first reported a position in iShares Global Timber & Forestry ETF in Q2 2013 and has held it in 32 quarters since.
  • Raymond James & Associates's iShares Global Timber & Forestry ETF position peaked at $3.63M in Q1 2018.
  • 85 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.