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
Q3 		$564K Buy
18,814
+2,078
+12% +$60.2K 0.23% 39
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

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
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 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
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Heritage Wealth Architects's IALT Position: Q3 2026 in Review

Heritage Wealth Architects increased its iShares Systematic Alternatives Active ETF (IALT) stake by 12% in Q3 2026, buying an estimated $60.2K and bringing the position to 18,814 shares worth $564K. The position accounts for 0.23% of the portfolio, ranked #39.

Heritage Wealth Architects first reported a position in IALT in Q1 2026 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • Heritage Wealth Architects held 18,814 shares of iShares Systematic Alternatives Active ETF worth $564K as of Q3 2026.
  • Heritage Wealth Architects bought 2,078 iShares Systematic Alternatives Active ETF shares in Q3 2026, an estimated $60.2K.
  • iShares Systematic Alternatives Active ETF made up 0.23% of Heritage Wealth Architects's portfolio in Q3 2026, its #39 holding.
  • Heritage Wealth Architects first reported a position in iShares Systematic Alternatives Active ETF in Q1 2026 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.