Sterling Investment Advisors (Pennsylvania)’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-425	Closed	-$32K	–	528
2022 Q2	$32K	Hold	425	–	–	0.01%	279
2022 Q1	$38K	Hold	425	–	–	0.01%	285
2021 Q4	$39K	Sell	425 -20	-4%	-$1.74K	0.01%	277
2021 Q3	$38K	Buy	445 +420	+1,680%	+$36.9K	0.01%	286
2021 Q2	$2K	Buy	+25	New	+$2.27K	﹤0.01%	508

Other funds holding WOOD

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFO

Independent Family Office Albany, New York $243M AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s WOOD Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares Global Timber & Forestry ETF (WOOD) in Q3 2022, closing a stake of 425 shares — an estimated $32K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in WOOD in Q2 2021 and held it in 5 quarters. The position peaked at $39K in Q4 2021. 90 funds tracked by Wall St. Rank hold WOOD as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining iShares Global Timber & Forestry ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 425 iShares Global Timber & Forestry ETF shares in Q3 2022, an estimated $32K.
Sterling Investment Advisors (Pennsylvania) first reported a position in iShares Global Timber & Forestry ETF in Q2 2021 and held it in 5 quarters.
Sterling Investment Advisors (Pennsylvania)'s iShares Global Timber & Forestry ETF position peaked at $39K in Q4 2021.
90 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.