A detailed history of Fingerlakes Wealth Management, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 2,275 shares of IUSV stock, worth $220,697. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,275
Holding current value
$220,697
% of portfolio
0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$87.56 - $95.49 $199,199 - $217,239
2,275 New
2,275 $217,000
Q1 2024

Apr 24, 2024

BUY
$82.87 - $90.44 $186,457 - $203,490
2,250 New
2,250 $203,000

Others Institutions Holding IUSV

About ISHARES CORE S&P U.S. VALUE ET


  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
Track This Portfolio

Track Fingerlakes Wealth Management, Inc. Portfolio

Follow Fingerlakes Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fingerlakes Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fingerlakes Wealth Management, Inc. with notifications on news.