ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

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

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

Q4 2025
Shares 20,138 Value ($000) $2,594 Avg Close — Range —
Q3 2025
Shares 19,168 Value ($000) $2,414 Avg Close — Range —
Q2 2025
Shares 18,886 Value ($000) $2,194 Avg Close — Range —
Q1 2025
Shares 18,788 Value ($000) $1,924 Avg Close — Range —
Q4 2024
Shares 18,769 Value ($000) $2,069 Avg Close — Range —
Q3 2024
Shares 17,632 Value ($000) $1,918 Avg Close — Range —
Q2 2024
Shares 15,499 Value ($000) $1,610 Avg Close — Range —
Q1 2024
Shares 14,733 Value ($000) $1,485 Avg Close — Range —
Q4 2023
Shares 14,735 Value ($000) $1,342 Avg Close — Range —
Q3 2023
Shares 14,733 Value ($000) $1,199 Avg Close — Range —
Q2 2023
Shares 14,784 Value ($000) $1,244 Avg Close — Range —
Q1 2023
Shares 14,019 Value ($000) $1,093 Avg Close — Range —
Q4 2022
Shares 14,128 Value ($000) $1,014 Avg Close — Range —
Q3 2022
Shares 14,196 Value ($000) $951 Avg Close — Range —
Q2 2022
Shares 13,801 Value ($000) $992 Avg Close — Range —
Q1 2022
Shares 13,100 Value ($000) $1,135 Avg Close — Range —
Q4 2021
Shares 12,982 Value ($000) $1,204 Avg Close — Range —