AssetMark Inc
IALT icon

AssetMark Inc’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

AssetMark Inc’s Portfolio IALT Stock Details IALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.81M Buy
294,975
+51,082
+21% +$1.48M 0.01% 601
2026
Q2 		$6.84M Buy
+243,893
New +$6.84M 0.01% 646

Other funds holding IALT

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

AssetMark Inc's IALT Position: Q3 2026 in Review

AssetMark Inc increased its iShares Systematic Alternatives Active ETF (IALT) stake by 21% in Q3 2026, buying an estimated $1.48M and bringing the position to 294,975 shares worth $8.81M. The position accounts for 0.01% of the portfolio, ranked #601.

AssetMark Inc first reported a position in IALT in Q2 2026 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • AssetMark Inc held 294,975 shares of iShares Systematic Alternatives Active ETF worth $8.81M as of Q3 2026.
  • AssetMark Inc bought 51,082 iShares Systematic Alternatives Active ETF shares in Q3 2026, an estimated $1.48M.
  • iShares Systematic Alternatives Active ETF made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #601 holding.
  • AssetMark Inc first reported a position in iShares Systematic Alternatives Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.