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

Venturi 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
2025 Q1	–	Sell	-262	Closed	-$20K	–	1853
2024 Q4	$20K	Hold	262	–	–	﹤0.01%	1263
2024 Q3	$22.6K	Hold	262	–	–	﹤0.01%	980
2024 Q2	$20.5K	Hold	262	–	–	﹤0.01%	935
2024 Q1	$22.1K	Hold	262	–	–	﹤0.01%	713
2023 Q4	$21.3K	Hold	262	–	–	﹤0.01%	687
2023 Q3	$19.4K	Hold	262	–	–	﹤0.01%	632
2023 Q2	$18.8K	Hold	262	–	–	﹤0.01%	557
2023 Q1	$18.8K	Buy	+262	New	+$19.5K	﹤0.01%	607

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

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

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

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

CMMS

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Venturi Wealth Management's WOOD Position: Q1 2025 in Review

Venturi Wealth Management sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2025, closing a stake of 262 shares — an estimated $20K sold.

Venturi Wealth Management first reported a position in WOOD in Q1 2023 and held it in 8 quarters. The position peaked at $22.6K in Q3 2024. 82 funds tracked by Wall St. Rank hold WOOD as of Q1 2025.

Venturi Wealth Management reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 262 iShares Global Timber & Forestry ETF shares in Q1 2025, an estimated $20K.
Venturi Wealth Management first reported a position in iShares Global Timber & Forestry ETF in Q1 2023 and held it in 8 quarters.
Venturi Wealth Management's iShares Global Timber & Forestry ETF position peaked at $22.6K in Q3 2024.
82 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.