FFG
IALT

Forum Finance Group’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Forum Finance 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 		$2M Buy
88,071
+84,407
+2,304% +$2.37M 0.72% 45
2026
Q1 		$80K Buy
+3,664
New +$96.4K 0.04% 178

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

Forum Finance Group's IALT Position: Q2 2026 in Review

Forum Finance Group increased its iShares Systematic Alternatives Active ETF (IALT) stake by 2,304% in Q2 2026, buying an estimated $2.37M and bringing the position to 88,071 shares worth $2M. The position accounts for 0.72% of the portfolio, ranked #45.

Forum Finance Group first reported a position in IALT in Q1 2026 and has held it in 2 quarters since. 388 funds tracked by Wall St. Rank hold IALT as of Q2 2026.

  • Forum Finance Group held 88,071 shares of iShares Systematic Alternatives Active ETF worth $2M as of Q2 2026.
  • Forum Finance Group bought 84,407 iShares Systematic Alternatives Active ETF shares in Q2 2026, an estimated $2.37M.
  • iShares Systematic Alternatives Active ETF made up 0.72% of Forum Finance Group's portfolio in Q2 2026, its #45 holding.
  • Forum Finance Group first reported a position in iShares Systematic Alternatives Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 388 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.