HWA
IALT

Heritage Wealth Architects’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Heritage Wealth Architects’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 		$475K Buy
16,736
+5,829
+53% +$164K 0.19% 50
2026
Q1 		$307K Buy
+10,907
New +$287K 0.13% 65

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

Heritage Wealth Architects's IALT Position: Q2 2026 in Review

Heritage Wealth Architects increased its iShares Systematic Alternatives Active ETF (IALT) stake by 53% in Q2 2026, buying an estimated $164K and bringing the position to 16,736 shares worth $475K. The position accounts for 0.19% of the portfolio, ranked #50.

Heritage Wealth Architects 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.

  • Heritage Wealth Architects held 16,736 shares of iShares Systematic Alternatives Active ETF worth $475K as of Q2 2026.
  • Heritage Wealth Architects bought 5,829 iShares Systematic Alternatives Active ETF shares in Q2 2026, an estimated $164K.
  • iShares Systematic Alternatives Active ETF made up 0.19% of Heritage Wealth Architects's portfolio in Q2 2026, its #50 holding.
  • Heritage Wealth Architects 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 Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.