IWA
IVC Wealth Advisors’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Buy |
2,914
+16
| +0.6% | +$2.34K | 0.21% | 92 |
|
|
2025
Q1 | $384K | Sell |
2,898
-41
| -1% | -$5.43K | 0.21% | 98 |
|
|
2024
Q4 | $340K | Sell |
2,939
-84
| -3% | -$9.72K | 0.19% | 105 |
|
|
2024
Q3 | $366K | Sell |
3,023
-1,263
| -29% | -$153K | 0.2% | 102 |
|
|
2024
Q2 | $430K | Buy |
4,286
+15
| +0.4% | +$1.51K | 0.24% | 91 |
|
|
2024
Q1 | $417K | Sell |
4,271
-227
| -5% | -$22.1K | 0.24% | 97 |
|
|
2023
Q4 | $378K | Buy |
4,498
+23
| +0.5% | +$1.94K | 0.24% | 94 |
|
|
2023
Q3 | $322K | Buy |
4,475
+9
| +0.2% | +$648 | 0.22% | 105 |
|
|
2023
Q2 | $437K | Buy |
4,466
+7
| +0.2% | +$686 | 0.28% | 88 |
|
|
2023
Q1 | $437K | Buy |
4,459
+6
| +0.1% | +$588 | 0.31% | 80 |
|
|
2022
Q4 | $449K | Buy |
4,453
+19
| +0.4% | +$1.92K | 0.33% | 76 |
|
|
2022
Q3 | $363K | Sell |
4,434
-5
| -0.1% | -$409 | 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% | +$496 | 0.29% | 87 |
|
|
2021
Q4 | $383K | Buy |
4,453
+6
| +0.1% | +$516 | 0.25% | 100 |
|
|
2021
Q3 | $382K | Buy |
4,447
+7
| +0.2% | +$601 | 0.26% | 93 |
|
|
2021
Q2 | $379K | Sell |
4,440
-131
| -3% | -$11.2K | 0.27% | 96 |
|
|
2021
Q1 | $353K | Buy |
4,571
+6
| +0.1% | +$463 | 0.28% | 93 |
|
|
2020
Q4 | $326K | Buy |
+4,565
| New | +$326K | 0.31% | 85 |
|