WOOD ISHARES S&P GLOBAL TIMBER & FORESTRY INDEX FUND

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  29 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported ISHARES S&P GLOBAL TIMBER & FORESTRY INDEX FUND (WOOD) in 29 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows WOOD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WOOD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in ISHARES S&P GLOBAL TIMBER & FORESTRY INDEX FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WOOD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CREATIVE FINANCIAL DESIGNS INC /ADV held WOOD — position size vs. price
% of Fund (quarterly)    WOOD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 47 0% 0.00% $3K 2026-04-13 $72.09
2025 Q4 ADDED 47 +1 +2.2% 0.00% $3K 2026-02-06 $77.87
2025 Q3 UNCHANGED 46 0% 0.00% $3K 2025-11-14 (Est.) $68.62
2025 Q2 UNCHANGED 46 0% 0.00% $3K 2025-08-04 $70.39
2025 Q1 UNCHANGED 46 0% 0.00% $3K 2025-04-23 $70.46
2024 Q4 REDUCED 46 -850 -94.9% 0.00% $3K 2025-02-10 $77.11
2024 Q3 ADDED 896 +128 +16.7% 0.01% $77K 2024-10-28 $78.67
2024 Q2 ADDED 768 +12 +1.6% 0.01% $60K 2024-08-06 $74.83
2024 Q1 ADDED 756 +8 +1.1% 0.01% $64K 2024-05-01 $75.83
2023 Q4 ADDED 748 +21 +2.9% 0.01% $61K 2024-01-10 $76.13
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and WOOD

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning WOOD?

CREATIVE FINANCIAL DESIGNS INC /ADV reported WOOD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WOOD position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for WOOD was 0.01% in 2024 Q3.

What is the latest reported WOOD position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 47 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this WOOD ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly WOOD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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