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 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%	+$3.73K	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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IVC Wealth Advisors's RTX Position: Q2 2026 in Review

IVC Wealth Advisors reduced its RTX Corp (RTX) stake by 0.76% in Q2 2026, selling an estimated $4.22K and leaving 3,003 shares worth $570K. The position accounts for 0.22% of the portfolio, ranked #82.

IVC Wealth Advisors first reported a position in RTX in Q4 2020 and has held it in 23 quarters since. The position peaked at $584K in Q1 2026. 636 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

IVC Wealth Advisors held 3,003 shares of RTX Corp worth $570K as of Q2 2026.
IVC Wealth Advisors sold 23 RTX Corp shares in Q2 2026, an estimated $4.22K.
RTX Corp made up 0.22% of IVC Wealth Advisors's portfolio in Q2 2026, its #82 holding.
IVC Wealth Advisors first reported a position in RTX Corp in Q4 2020 and has held it in 23 quarters since.
IVC Wealth Advisors's RTX Corp position peaked at $584K in Q1 2026.
636 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.