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Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in ISHARES TR

CAPTRUST FINANCIAL ADVISORS holds 4,889 shares of WOOD (ISHARES TR), worth $323,874 as of 2026-Q2. The position was increased (+8.4% shares). WOOD represents 0.0% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$323,874

Current Shares

4,889

Total Value Change

-$101,765

Total Shares Change

-51

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4,889
+8.4%
$323,8740.0%$66.24
26
2026-Q1
Unchanged
4,508
0.0%
$319,8610.0%$74.83
0
2025-Q4
Decreased
4,508
-7.8%
$324,6420.0%$72.39
0
2025-Q3
Decreased
4,887
-7.6%
$358,7160.0%$72.14
0
2025-Q2
Increased
5,291
+7.1%
$388,1150.0%$72.51
26
2025-Q1
Unchanged
4,940
0.0%
$372,6430.0%$74.04
0
2024-Q4
Unchanged
4,940
0.0%
$377,1380.0%$74.44
0
2024-Q3
Unchanged
4,940
0.0%
$425,6390.0%$83.62
0

Other major holders of WOOD: 1832 Asset Management L.P.

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