IEF — ISHARES TR

Ownership history in SYNTAX RESEARCH, INC.  ·  10 quarters on record

This page tracks every 13F SEC filing in which SYNTAX RESEARCH, INC. reported a position in ISHARES TR (IEF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.22% (2025 Q4)
Avg. % of fund
2.94%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 87,935 +7,638 +9.5% 5.22% $8.5M $95.57
2025 Q3 ADDED 80,297 +5,623 +7.5% 4.98% $7.7M $94.69
2025 Q2 ADDED 74,674 +12,099 +19.3% 5.08% $7.2M $93.10
2025 Q1 ADDED 62,575 +9,012 +16.8% 4.12% $6.0M $91.82
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IEF price (monthly, adj. close)

Other funds also holding IEF

As of 2025 Q4 — sorted by position size

PEAVINE CAPITAL, LLC 3Y 7Y 36.7% Avalon Advisory Group 3Y 34.84% WEALTHCARE CAPITAL MANAGEMENT LLC 3Y 7Y 18.56% Juniper Hill Capital Management LP 3Y 17.09% Raub Brock Capital Management LP 3Y 7Y 16.83% CARRONADE CAPITAL MANAGEMENT, LP 3Y 15.12% LifeGuide Financial Advisors, LLC 3Y 13.99% Beacon Wealthcare LLC 3Y 13.39% WLTH Capital Management, LLC 12.47% Ironwood Wealth Management, LLC. 3Y 7Y 12.18%
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