Steward Partners Investment Advisory’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Steward Partners Investment Advisory’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	$13.2K	Hold	200	–	–	﹤0.01%	3595
2026 Q1	$14.2K	Hold	200	–	–	﹤0.01%	3400
2025 Q4	$14.4K	Hold	200	–	–	﹤0.01%	3280
2025 Q3	$14.7K	Hold	200	–	–	﹤0.01%	3229
2025 Q2	$14.7K	Hold	200	–	–	﹤0.01%	3036
2025 Q1	$15.1K	Hold	200	–	–	﹤0.01%	2926
2024 Q4	$15.3K	Hold	200	–	–	﹤0.01%	2913
2024 Q3	$17.2K	Hold	200	–	–	﹤0.01%	2721
2024 Q2	$15.7K	Sell	200 -179	-47%	-$14.6K	﹤0.01%	2617
2024 Q1	$32K	Buy	379 +179	+90%	+$14.1K	﹤0.01%	2316
2023 Q4	$16.3K	Hold	200	–	–	﹤0.01%	2500
2023 Q3	$14.8K	Hold	200	–	–	﹤0.01%	2443
2023 Q2	$14.3K	Hold	200	–	–	﹤0.01%	2442
2023 Q1	$14.3K	Hold	200	–	–	﹤0.01%	2395
2022 Q4	$14.6K	Hold	200	–	–	﹤0.01%	2395
2022 Q3	$13K	Hold	200	–	–	﹤0.01%	2427
2022 Q2	$15K	Hold	200	–	–	﹤0.01%	2359
2022 Q1	$18K	Hold	200	–	–	﹤0.01%	2427
2021 Q4	$18K	Hold	200	–	–	﹤0.01%	2376
2021 Q3	$17K	Hold	200	–	–	﹤0.01%	2402
2021 Q2	$17K	Hold	200	–	–	﹤0.01%	5316
2021 Q1	$17.1K	Hold	200	–	–	﹤0.01%	2551
2020 Q4	$16K	Hold	200	–	–	﹤0.01%	2143
2020 Q3	$13K	Hold	200	–	–	﹤0.01%	2054
2020 Q2	$11K	Hold	200	–	–	﹤0.01%	2019
2020 Q1	$9K	Hold	200	–	–	﹤0.01%	1914
2019 Q4	$13K	Hold	200	–	–	﹤0.01%	1930
2019 Q3	$11K	Hold	200	–	–	﹤0.01%	1964
2019 Q2	$11K	Buy	+200	New	+$12.2K	﹤0.01%	1955
2018 Q4	–	Sell	-200	Closed	-$15K	–	2169
2018 Q3	$15K	Hold	200	–	–	﹤0.01%	1707
2018 Q2	$16K	Hold	200	–	–	﹤0.01%	1560
2018 Q1	$15K	Hold	200	–	–	﹤0.01%	1451
2017 Q4	$14K	Hold	200	–	–	﹤0.01%	1252
2017 Q3	$13K	Hold	200	–	–	﹤0.01%	1054
2017 Q2	$12K	Hold	200	–	–	﹤0.01%	1009
2017 Q1	$11K	Buy	+200	New	+$11.2K	﹤0.01%	924

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

Steward Partners Investment Advisory's WOOD Position: Q2 2026 in Review

Steward Partners Investment Advisory held its iShares Global Timber & Forestry ETF (WOOD) position steady in Q2 2026 at 200 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3595.

Steward Partners Investment Advisory first reported a position in WOOD in Q1 2017 and has held it in 36 quarters since. The position peaked at $32K in Q1 2024. 78 funds tracked by Wall St. Rank hold WOOD as of Q2 2026.

Steward Partners Investment Advisory held 200 shares of iShares Global Timber & Forestry ETF worth $13.2K as of Q2 2026.
Steward Partners Investment Advisory left its iShares Global Timber & Forestry ETF share count unchanged in Q2 2026.
iShares Global Timber & Forestry ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3595 holding.
Steward Partners Investment Advisory first reported a position in iShares Global Timber & Forestry ETF in Q1 2017 and has held it in 36 quarters since.
Steward Partners Investment Advisory's iShares Global Timber & Forestry ETF position peaked at $32K in Q1 2024.
78 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.