BWMG
IALT

Barnes Wealth Management Group’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Barnes Wealth Management Group’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
Q2 		$1.28M Buy
+45,633
New +$1.28M 0.59% 47

Other funds holding IALT

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Barnes Wealth Management Group's IALT Position: Q2 2026 in Review

Barnes Wealth Management Group opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 45,633 shares worth $1.28M. The stake represents 0.59% of the portfolio and ranks #47 among its holdings.

149 funds tracked by Wall St. Rank hold IALT as of Q2 2026.

  • Barnes Wealth Management Group held 45,633 shares of iShares Systematic Alternatives Active ETF worth $1.28M as of Q2 2026.
  • iShares Systematic Alternatives Active ETF was a new Barnes Wealth Management Group position in Q2 2026.
  • iShares Systematic Alternatives Active ETF made up 0.59% of Barnes Wealth Management Group's portfolio in Q2 2026, its #47 holding.
  • 149 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.