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Castleview Partners’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Castleview Partners’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 		$426K Buy
14,276
+907
+7% +$26.3K 0.19% 133
2026
Q2 		$375K Buy
+13,369
New +$375K 0.16% 138

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
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 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

Castleview Partners's IALT Position: Q3 2026 in Review

Castleview Partners increased its iShares Systematic Alternatives Active ETF (IALT) stake by 6.8% in Q3 2026, buying an estimated $26.3K and bringing the position to 14,276 shares worth $426K. The position accounts for 0.19% of the portfolio, ranked #133.

Castleview Partners first reported a position in IALT in Q2 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • Castleview Partners held 14,276 shares of iShares Systematic Alternatives Active ETF worth $426K as of Q3 2026.
  • Castleview Partners bought 907 iShares Systematic Alternatives Active ETF shares in Q3 2026, an estimated $26.3K.
  • iShares Systematic Alternatives Active ETF made up 0.19% of Castleview Partners's portfolio in Q3 2026, its #133 holding.
  • Castleview Partners first reported a position in iShares Systematic Alternatives Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.