CWAI
IALT

Core Wealth Advisors (Indiana)’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Core Wealth Advisors (Indiana)’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 		$3.44M Buy
+122,635
New +$3.44M 2.53% 14

Other funds holding IALT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Core Wealth Advisors (Indiana)'s IALT Position: Q2 2026 in Review

Core Wealth Advisors (Indiana) opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 122,635 shares worth $3.44M. The stake represents 2.53% of the portfolio and ranks #14 among its holdings.

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

  • Core Wealth Advisors (Indiana) held 122,635 shares of iShares Systematic Alternatives Active ETF worth $3.44M as of Q2 2026.
  • iShares Systematic Alternatives Active ETF was a new Core Wealth Advisors (Indiana) position in Q2 2026.
  • iShares Systematic Alternatives Active ETF made up 2.53% of Core Wealth Advisors (Indiana)'s portfolio in Q2 2026, its #14 holding.
  • 388 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Core Wealth Advisors (Indiana)'s 13F filing for Q2 2026, filed 4 Aug 2026.