Tradition Wealth Management’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-69	Closed	-$6K	–	1191
2023 Q4	$6K	Hold	69	–	–	﹤0.01%	1128
2023 Q3	$5K	Hold	69	–	–	﹤0.01%	1204
2023 Q2	$5K	Buy	69 +1	+1%	+$72	﹤0.01%	1230
2023 Q1	$5K	Hold	68	–	–	﹤0.01%	1173
2022 Q4	$5K	Hold	68	–	–	﹤0.01%	1063
2022 Q3	$4K	Hold	68	–	–	﹤0.01%	1126
2022 Q2	$5K	Buy	68 +1	+1%	+$86	﹤0.01%	972
2022 Q1	$6K	Hold	67	–	–	﹤0.01%	1013
2021 Q4	$6K	Buy	67 +1	+2%	+$87	﹤0.01%	1031
2021 Q3	$6K	Hold	66	–	–	﹤0.01%	1015
2021 Q2	$6K	Buy	+66	New	+$5.99K	﹤0.01%	1054
2021 Q1	–	Sell	-66	Closed	-$5K	–	1056
2020 Q4	$5K	Buy	+66	New	+$4.7K	﹤0.01%	856

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

Jane Street New York $777B AUM 61.18% 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

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

AIM

Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return

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

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

Tradition Wealth Management's WOOD Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2024, closing a stake of 69 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in WOOD in Q4 2020 and held it in 12 quarters. The position peaked at $6K in Q4 2023. 85 funds tracked by Wall St. Rank hold WOOD as of Q1 2024.

Tradition Wealth Management reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 69 iShares Global Timber & Forestry ETF shares in Q1 2024, an estimated $6K.
Tradition Wealth Management first reported a position in iShares Global Timber & Forestry ETF in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's iShares Global Timber & Forestry ETF position peaked at $6K in Q4 2023.
85 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.