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

BlackDiamond Wealth Management’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	$2.4M	Buy	83,044 +52,514	+172%	+$1.47M	0.97%	31
2026 Q1	$832K	Buy	+30,530	New	+$803K	0.4%	57

Other funds holding IALT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BlackDiamond Wealth Management's IALT Position: Q2 2026 in Review

BlackDiamond Wealth Management increased its iShares Systematic Alternatives Active ETF (IALT) stake by 172% in Q2 2026, buying an estimated $1.47M and bringing the position to 83,044 shares worth $2.4M. The position accounts for 0.97% of the portfolio, ranked #31.

BlackDiamond Wealth Management first reported a position in IALT in Q1 2026 and has held it in 2 quarters since. 388 funds tracked by Wall St. Rank hold IALT as of Q2 2026.

BlackDiamond Wealth Management held 83,044 shares of iShares Systematic Alternatives Active ETF worth $2.4M as of Q2 2026.
BlackDiamond Wealth Management bought 52,514 iShares Systematic Alternatives Active ETF shares in Q2 2026, an estimated $1.47M.
iShares Systematic Alternatives Active ETF made up 0.97% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #31 holding.
BlackDiamond Wealth Management first reported a position in iShares Systematic Alternatives Active ETF in Q1 2026 and has held it in 2 quarters since.
388 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.