Sunbelt Securities’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Sunbelt Securities’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
2025 Q4	–	Sell	-2,093	Closed	-$154K	–	2971
2025 Q3	$154K	Sell	2,093 -820	-28%	-$61.1K	0.01%	719
2025 Q2	$222K	Buy	2,913 +93	+3%	+$6.79K	0.02%	558
2025 Q1	$213K	Sell	2,820 -93	-3%	-$7.27K	0.02%	546
2024 Q4	$222K	Buy	+2,913	New	+$235K	0.02%	559
2023 Q3	–	Sell	-100	Closed	-$7.17K	–	1830
2023 Q2	$7.17K	Hold	100	–	–	﹤0.01%	1252
2023 Q1	$7.11K	Buy	+100	New	+$7.43K	﹤0.01%	1215

Other funds holding WOOD

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CMMS

Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return

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

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $209M AUM 20.41% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sunbelt Securities's WOOD Position: Q4 2025 in Review

Sunbelt Securities sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2025, closing a stake of 2,093 shares — an estimated $154K sold.

Sunbelt Securities first reported a position in WOOD in Q1 2023 and held it in 6 quarters. The position peaked at $222K in Q2 2025. 79 funds tracked by Wall St. Rank hold WOOD as of Q4 2025.

Sunbelt Securities reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2025 after selling out during the quarter.
Sunbelt Securities sold 2,093 iShares Global Timber & Forestry ETF shares in Q4 2025, an estimated $154K.
Sunbelt Securities first reported a position in iShares Global Timber & Forestry ETF in Q1 2023 and held it in 6 quarters.
Sunbelt Securities's iShares Global Timber & Forestry ETF position peaked at $222K in Q2 2025.
79 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.