IWM
RUNN icon

IHT Wealth Management’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

IHT Wealth Management’s Portfolio RUNN Stock Details RUNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$502K Buy
15,586
+930
+6% +$31.5K 0.01% 827
2025
Q4 		$489K Buy
14,656
+1,502
+11% +$50.4K 0.01% 778
2025
Q3 		$451K Buy
13,154
+640
+5% +$22K 0.01% 777
2025
Q2 		$423K Buy
12,514
+1,566
+14% +$50.8K 0.01% 759
2025
Q1 		$355K Buy
+10,948
New +$364K 0.01% 794

Other funds holding RUNN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

IHT Wealth Management's RUNN Position: Q1 2026 in Review

IHT Wealth Management increased its Strategic Trust Running Oak Efficient Growth ETF (RUNN) stake by 6.3% in Q1 2026, buying an estimated $31.5K and bringing the position to 15,586 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #827.

IHT Wealth Management first reported a position in RUNN in Q1 2025 and has held it in 5 quarters since. 47 funds tracked by Wall St. Rank hold RUNN as of Q1 2026.

  • IHT Wealth Management held 15,586 shares of Strategic Trust Running Oak Efficient Growth ETF worth $502K as of Q1 2026.
  • IHT Wealth Management bought 930 Strategic Trust Running Oak Efficient Growth ETF shares in Q1 2026, an estimated $31.5K.
  • Strategic Trust Running Oak Efficient Growth ETF made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #827 holding.
  • IHT Wealth Management first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • 47 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.