ISHARES TR

Ticker: USRT CUSIP: 464288521 Class: CRE U S REIT ETF

Fingerlakes Wealth Management, Inc.'s Holding History (CIK: 0001910248)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,707 Value ($000) $325 Avg Close — Range —
Q3 2025
Shares 6,452 Value ($000) $379 Avg Close — Range —
Q2 2025
Shares 6,772 Value ($000) $383 Avg Close — Range —
Q1 2025
Shares 7,547 Value ($000) $435 Avg Close — Range —
Q4 2024
Shares 7,641 Value ($000) $438 Avg Close — Range —
Q3 2024
Shares 8,522 Value ($000) $525 Avg Close — Range —
Q2 2024
Shares 8,824 Value ($000) $473 Avg Close — Range —
Q1 2024
Shares 8,998 Value ($000) $484 Avg Close — Range —
Q4 2023
Shares 9,551 Value ($000) $519 Avg Close — Range —
Q3 2023
Shares 9,279 Value ($000) $438 Avg Close — Range —
Q2 2023
Shares 9,431 Value ($000) $485 Avg Close — Range —
Q1 2023
Shares 9,403 Value ($000) $474 Avg Close — Range —
Q4 2022
Shares 9,708 Value ($000) $480 Avg Close — Range —
Q3 2022
Shares 9,612 Value ($000) $457 Avg Close — Range —
Q2 2022
Shares 9,467 Value ($000) $506 Avg Close — Range —
Q1 2022
Shares 8,929 Value ($000) $577 Avg Close — Range —
Q4 2021
Shares 8,200 Value ($000) $557 Avg Close — Range —