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 Q2	$1.13M	Buy	+40,294	New	+$1.13M	0.82%	27

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

Cassilly Financial Group's IALT Position: Q2 2026 in Review

Cassilly Financial Group opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 40,294 shares worth $1.13M. The stake represents 0.82% of the portfolio and ranks #27 among its holdings.

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

Cassilly Financial Group held 40,294 shares of iShares Systematic Alternatives Active ETF worth $1.13M as of Q2 2026.
iShares Systematic Alternatives Active ETF was a new Cassilly Financial Group position in Q2 2026.
iShares Systematic Alternatives Active ETF made up 0.82% of Cassilly Financial Group's portfolio in Q2 2026, its #27 holding.
388 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Cassilly Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.