Stamos Capital Partners’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Stamos Capital Partners’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 Q2	$527K	Buy	7,957 +1,347	+20%	+$92.1K	0.08%	130
2026 Q1	$469K	Sell	6,610 -3,092	-32%	-$232K	0.07%	130
2025 Q4	$699K	Buy	9,702 +3,049	+46%	+$215K	0.11%	126
2025 Q3	$488K	Sell	6,653 -4,286	-39%	-$319K	0.09%	130
2025 Q2	$802K	Buy	10,939 +4,389	+67%	+$320K	0.14%	121
2025 Q1	$494K	Buy	6,550 +20	+0.3%	+$1.56K	0.13%	126
2024 Q4	$499K	Buy	6,530 +2,830	+76%	+$228K	0.12%	121
2024 Q3	$319K	Buy	3,700 +110	+3%	+$8.86K	0.08%	116
2024 Q2	$281K	Hold	3,590	–	–	0.06%	135
2024 Q1	$303K	Buy	3,590 +210	+6%	+$16.5K	0.07%	120
2023 Q4	$275K	Sell	3,380 -700	-17%	-$52.7K	0.07%	121
2023 Q3	$302K	Buy	4,080 +550	+16%	+$40.6K	0.07%	107
2023 Q2	$253K	Buy	+3,530	New	+$253K	0.06%	105

Other funds holding WOOD

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CMMS

Comprehensive Money Management Services Coral Gables, Florida $159M AUM 18.94% 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 $424B AUM 22.96% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stamos Capital Partners's WOOD Position: Q2 2026 in Review

Stamos Capital Partners increased its iShares Global Timber & Forestry ETF (WOOD) stake by 20% in Q2 2026, buying an estimated $92.1K and bringing the position to 7,957 shares worth $527K. The position accounts for 0.08% of the portfolio, ranked #130.

Stamos Capital Partners first reported a position in WOOD in Q2 2023 and has held it in 13 quarters since. The position peaked at $802K in Q2 2025. 78 funds tracked by Wall St. Rank hold WOOD as of Q2 2026.

Stamos Capital Partners held 7,957 shares of iShares Global Timber & Forestry ETF worth $527K as of Q2 2026.
Stamos Capital Partners bought 1,347 iShares Global Timber & Forestry ETF shares in Q2 2026, an estimated $92.1K.
iShares Global Timber & Forestry ETF made up 0.08% of Stamos Capital Partners's portfolio in Q2 2026, its #130 holding.
Stamos Capital Partners first reported a position in iShares Global Timber & Forestry ETF in Q2 2023 and has held it in 13 quarters since.
Stamos Capital Partners's iShares Global Timber & Forestry ETF position peaked at $802K in Q2 2025.
78 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.