IWC
RUNN icon

Integrated Wealth Concepts’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

Integrated Wealth Concepts’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 		$673K Buy
20,888
+1,494
+8% +$50.6K 0.01% 1363
2025
Q4 		$647K Sell
19,394
-11,561
-37% -$388K 0.01% 968
2025
Q3 		$1.06M Sell
30,955
-6,753
-18% -$232K 0.01% 945
2025
Q2 		$1.28M Buy
+37,708
New +$1.22M 0.01% 798

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

Integrated Wealth Concepts's RUNN Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Strategic Trust Running Oak Efficient Growth ETF (RUNN) stake by 7.7% in Q1 2026, buying an estimated $50.6K and bringing the position to 20,888 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #1363.

Integrated Wealth Concepts first reported a position in RUNN in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.28M in Q2 2025. 47 funds tracked by Wall St. Rank hold RUNN as of Q1 2026.

  • Integrated Wealth Concepts held 20,888 shares of Strategic Trust Running Oak Efficient Growth ETF worth $673K as of Q1 2026.
  • Integrated Wealth Concepts bought 1,494 Strategic Trust Running Oak Efficient Growth ETF shares in Q1 2026, an estimated $50.6K.
  • Strategic Trust Running Oak Efficient Growth ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1363 holding.
  • Integrated Wealth Concepts first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's Strategic Trust Running Oak Efficient Growth ETF position peaked at $1.28M in Q2 2025.
  • 47 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q1 2026.

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