Davenport & Co’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Davenport & Co’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	$462K	Buy	+16,485	New	+$462K	﹤0.01%	1043

Other funds holding IALT

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Davenport & Co's IALT Position: Q2 2026 in Review

Davenport & Co opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 16,485 shares worth $462K. The stake represents ﹤0.01% of the portfolio and ranks #1043 among its holdings.

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

Davenport & Co held 16,485 shares of iShares Systematic Alternatives Active ETF worth $462K as of Q2 2026.
iShares Systematic Alternatives Active ETF was a new Davenport & Co position in Q2 2026.
iShares Systematic Alternatives Active ETF made up ﹤0.01% of Davenport & Co's portfolio in Q2 2026, its #1043 holding.
105 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Davenport & Co's 13F filing for Q2 2026, filed 13 Jul 2026.