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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
2023
Q3 		– Sell
-9,756
Closed -$954K – 213
2023
Q2 		$954K Buy
+9,756
New +$955K 0.35% 81

Other funds holding RTX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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. 1,533 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.
  • 1,533 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.