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Raymond James Financial Services Advisors’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$268K Sell
3,109
-528
-15% -$42.5K ﹤0.01% 3002
2024
Q2 		$285K Sell
3,637
-90
-2% -$7.33K ﹤0.01% 2903
2024
Q1 		$315K Sell
3,727
-162
-4% -$12.8K ﹤0.01% 2814
2023
Q4 		$316K Buy
3,889
+528
+16% +$39.8K ﹤0.01% 2704
2023
Q3 		$249K Sell
3,361
-140
-4% -$10.3K ﹤0.01% 2785
2023
Q2 		$251K Sell
3,501
-351
-9% -$25.1K ﹤0.01% 2787
2023
Q1 		$276K Sell
3,852
-146
-4% -$10.9K ﹤0.01% 2702
2022
Q4 		$291K Buy
+3,998
New +$290K ﹤0.01% 2609
2022
Q3 		– Sell
-3,054
Closed -$227K – 3410
2022
Q2 		$227K Sell
3,054
-657
-18% -$56.3K ﹤0.01% 2799
2022
Q1 		$331K Buy
3,711
+1,041
+39% +$93.7K ﹤0.01% 2647
2021
Q4 		$246K Sell
2,670
-741
-22% -$64.4K ﹤0.01% 2841
2021
Q3 		$290K Sell
3,411
-10
-0.3% -$878 ﹤0.01% 2714
2021
Q2 		$297K Sell
3,421
-1,810
-35% -$164K ﹤0.01% 2729
2021
Q1 		$446K Sell
5,231
-5,228
-50% -$438K ﹤0.01% 2366
2020
Q4 		$833K Buy
+10,459
New +$745K ﹤0.01% 1816
2020
Q1 		– Sell
-5,411
Closed -$363K – 2879
2019
Q4 		$363K Sell
5,411
-627
-10% -$40K ﹤0.01% 2198
2019
Q3 		$354K Sell
6,038
-1,182
-16% -$67.5K ﹤0.01% 2139
2019
Q2 		$433K Buy
7,220
+340
+5% +$20.7K ﹤0.01% 2020
2019
Q1 		$437K Sell
6,880
-600
-8% -$38.1K ﹤0.01% 1975
2018
Q4 		$427K Sell
7,480
-21,348
-74% -$1.38M ﹤0.01% 1777
2018
Q3 		$2.17M Buy
28,828
+3,063
+12% +$236K 0.01% 1025
2018
Q2 		$2.01M Buy
+25,765
New +$2.08M 0.01% 1022
2018
Q1 		– Sell
-9,945
Closed -$707K – 2750
2017
Q4 		$707K Sell
9,945
-428
-4% -$29.8K ﹤0.01% 1504
2017
Q3 		$693K Sell
10,373
-282
-3% -$17.9K ﹤0.01% 1528
2017
Q2 		$653K Buy
10,655
+3,739
+54% +$224K ﹤0.01% 1534
2017
Q1 		$399K Sell
6,916
-1,594
-19% -$89.3K ﹤0.01% 1712
2016
Q4 		$456K Buy
8,510
+4,456
+110% +$229K ﹤0.01% 1568
2016
Q3 		$204K Buy
+4,054
New +$197K ﹤0.01% 2029
2013
Q3 		– Sell
-18,122
Closed -$820K – 952
2013
Q2 		$820K Buy
+18,122
New +$870K 0.02% 681

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 $305M AUM 23.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 Financial Services Advisors's WOOD Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its iShares Global Timber & Forestry ETF (WOOD) stake by 15% in Q3 2024, selling an estimated $42.5K and leaving 3,109 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #3002.

Raymond James Financial Services Advisors first reported a position in WOOD in Q2 2013 and has held it in 29 quarters since. The position peaked at $2.17M in Q3 2018. 85 funds tracked by Wall St. Rank hold WOOD as of Q3 2024.

  • Raymond James Financial Services Advisors held 3,109 shares of iShares Global Timber & Forestry ETF worth $268K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 528 iShares Global Timber & Forestry ETF shares in Q3 2024, an estimated $42.5K.
  • iShares Global Timber & Forestry ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3002 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares Global Timber & Forestry ETF in Q2 2013 and has held it in 29 quarters since.
  • Raymond James Financial Services Advisors's iShares Global Timber & Forestry ETF position peaked at $2.17M in Q3 2018.
  • 85 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.