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Iams Wealth Management’s RTX Corp RTX Stock Holding History

Iams Wealth Management’s Portfolio RTX Stock Details RTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$734K Buy
3,865
+657
+20% +$120K 0.22% 122
2026
Q1 		$619K Sell
3,208
-369
-10% -$73.4K 0.22% 116
2025
Q4 		$656K Sell
3,577
-591
-14% -$103K 0.24% 112
2025
Q3 		$698K Sell
4,168
-544
-12% -$84.4K 0.28% 96
2025
Q2 		$688K Sell
4,712
-295
-6% -$39.3K 0.32% 87
2025
Q1 		$663K Sell
5,007
-288
-5% -$36.5K 0.3% 90
2024
Q4 		$613K Sell
5,295
-163
-3% -$19.7K 0.28% 92
2024
Q3 		$661K Sell
5,458
-99
-2% -$11.3K 0.32% 84
2024
Q2 		$558K Sell
5,557
-799
-13% -$82.6K 0.31% 90
2024
Q1 		$572K Buy
6,356
+640
+11% +$57.8K 0.35% 77
2023
Q4 		$481K Buy
5,716
+152
+3% +$12K 0.31% 83
2023
Q3 		$400K Buy
+5,564
New +$477K 0.28% 87
2023
Q2 		– Sell
-4,402
Closed -$431K – 208
2023
Q1 		$429K Buy
4,402
+1,578
+56% +$155K 0.36% 79
2022
Q4 		$285K Buy
+2,824
New +$266K 0.29% 82

Other funds holding RTX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Iams Wealth Management's RTX Position: Q2 2026 in Review

Iams Wealth Management increased its RTX Corp (RTX) stake by 20% in Q2 2026, buying an estimated $120K and bringing the position to 3,865 shares worth $734K. The position accounts for 0.22% of the portfolio, ranked #122.

Iams Wealth Management first reported a position in RTX in Q4 2022 and has held it in 14 quarters since. 1,897 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Iams Wealth Management held 3,865 shares of RTX Corp worth $734K as of Q2 2026.
  • Iams Wealth Management bought 657 RTX Corp shares in Q2 2026, an estimated $120K.
  • RTX Corp made up 0.22% of Iams Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Iams Wealth Management first reported a position in RTX Corp in Q4 2022 and has held it in 14 quarters since.
  • 1,897 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.