CWMK
IALT

Caliber Wealth Management (Kansas)’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Caliber Wealth Management (Kansas)’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 		$226K Buy
+8,043
New +$226K 0.02% 275

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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 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

Caliber Wealth Management (Kansas)'s IALT Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 8,043 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #275 among its holdings.

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

  • Caliber Wealth Management (Kansas) held 8,043 shares of iShares Systematic Alternatives Active ETF worth $226K as of Q2 2026.
  • iShares Systematic Alternatives Active ETF was a new Caliber Wealth Management (Kansas) position in Q2 2026.
  • iShares Systematic Alternatives Active ETF made up 0.02% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #275 holding.
  • 176 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.