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 (IJH). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 64,751 | +289 | +0.4% | 2.64% | $4.3M | $65.85 |
| 2025 Q3 | ADDED | 64,462 | +404 | +0.6% | 2.70% | $4.2M | $64.79 |
| 2025 Q2 | REDUCED | 64,058 | -561 | -0.9% | 2.82% | $4.0M | $61.37 |
| 2025 Q1 | ADDED | 64,619 | +4,577 | +7.6% | 2.60% | $3.8M | $57.56 |
| 2024 Q4 | REDUCED | 60,042 | -2,274 | -3.6% | 2.68% | $3.7M | $61.30 |
| 2024 Q3 | REDUCED | 62,316 | -28,284 | -31.2% | 2.62% | $3.9M | $61.06 |
| 2024 Q2 | REDUCED | 90,600 | -727 | -0.8% | 4.19% | $5.3M | $57.11 |
| 2024 Q1 | ADDED | 91,327 | +72,780 | +392.4% | 4.24% | $5.5M | $59.12 |
| 2023 Q4 | REDUCED | 18,547 | -6,249 | -25.2% | 4.30% | $5.1M | $53.81 |
| 2023 Q3 | INITIATED | 24,796 | — | — | 5.01% | $6.2M | — |
As of 2025 Q4 — sorted by position size