CFG
IALT

Cassilly Financial Group’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Cassilly Financial 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
Q3 		$1.38M Buy
46,212
+5,918
+15% +$171K 0.93% 26
2026
Q2 		$1.13M Buy
+40,294
New +$1.13M 0.82% 27

Other funds holding IALT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Cassilly Financial Group's IALT Position: Q3 2026 in Review

Cassilly Financial Group increased its iShares Systematic Alternatives Active ETF (IALT) stake by 15% in Q3 2026, buying an estimated $171K and bringing the position to 46,212 shares worth $1.38M. The position accounts for 0.93% of the portfolio, ranked #26.

Cassilly Financial Group first reported a position in IALT in Q2 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • Cassilly Financial Group held 46,212 shares of iShares Systematic Alternatives Active ETF worth $1.38M as of Q3 2026.
  • Cassilly Financial Group bought 5,918 iShares Systematic Alternatives Active ETF shares in Q3 2026, an estimated $171K.
  • iShares Systematic Alternatives Active ETF made up 0.93% of Cassilly Financial Group's portfolio in Q3 2026, its #26 holding.
  • Cassilly Financial Group first reported a position in iShares Systematic Alternatives Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.