IVC Wealth Advisors
RTX icon

IVC Wealth Advisors’s RTX Corp RTX Stock Holding History

IVC Wealth Advisors’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
Q3 		$482K Sell
2,598
-405
-13% -$82.9K 0.19% 92
2026
Q2 		$570K Sell
3,003
-23
-0.8% -$4.22K 0.22% 82
2026
Q1 		$584K Buy
3,026
+43
+1% +$8.55K 0.25% 76
2025
Q4 		$547K Buy
2,983
+45
+2% +$7.82K 0.24% 80
2025
Q3 		$492K Buy
2,938
+24
+0.8% +$3.72K 0.22% 87
2025
Q2 		$426K Buy
2,914
+16
+0.6% +$2.13K 0.21% 92
2025
Q1 		$384K Sell
2,898
-41
-1% -$5.2K 0.21% 98
2024
Q4 		$340K Sell
2,939
-84
-3% -$10.1K 0.19% 105
2024
Q3 		$366K Sell
3,023
-1,263
-29% -$144K 0.2% 102
2024
Q2 		$430K Buy
4,286
+15
+0.4% +$1.55K 0.24% 91
2024
Q1 		$417K Sell
4,271
-227
-5% -$20.5K 0.24% 97
2023
Q4 		$378K Buy
4,498
+23
+0.5% +$1.82K 0.24% 94
2023
Q3 		$322K Buy
4,475
+9
+0.2% +$771 0.22% 105
2023
Q2 		$437K Buy
4,466
+7
+0.2% +$685 0.28% 88
2023
Q1 		$437K Buy
4,459
+6
+0.1% +$591 0.31% 80
2022
Q4 		$449K Buy
4,453
+19
+0.4% +$1.79K 0.33% 76
2022
Q3 		$363K Sell
4,434
-5
-0.1% -$453 0.29% 83
2022
Q2 		$427K Sell
4,439
-19
-0.4% -$1.83K 0.33% 72
2022
Q1 		$442K Buy
4,458
+5
+0.1% +$474 0.29% 87
2021
Q4 		$383K Buy
4,453
+6
+0.1% +$523 0.25% 100
2021
Q3 		$382K Buy
4,447
+7
+0.2% +$599 0.26% 93
2021
Q2 		$379K Sell
4,440
-131
-3% -$11K 0.27% 96
2021
Q1 		$353K Buy
4,571
+6
+0.1% +$438 0.28% 93
2020
Q4 		$326K Buy
+4,565
New +$300K 0.31% 85

Other funds holding RTX

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

IVC Wealth Advisors's RTX Position: Q3 2026 in Review

IVC Wealth Advisors reduced its RTX Corp (RTX) stake by 13% in Q3 2026, selling an estimated $82.9K and leaving 2,598 shares worth $482K. The position accounts for 0.19% of the portfolio, ranked #92.

IVC Wealth Advisors first reported a position in RTX in Q4 2020 and has held it in 24 quarters since. The position peaked at $584K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold RTX as of Q3 2026.

  • IVC Wealth Advisors held 2,598 shares of RTX Corp worth $482K as of Q3 2026.
  • IVC Wealth Advisors sold 405 RTX Corp shares in Q3 2026, an estimated $82.9K.
  • RTX Corp made up 0.19% of IVC Wealth Advisors's portfolio in Q3 2026, its #92 holding.
  • IVC Wealth Advisors first reported a position in RTX Corp in Q4 2020 and has held it in 24 quarters since.
  • IVC Wealth Advisors's RTX Corp position peaked at $584K in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held RTX Corp as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.