Holistic Planning’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Holistic Planning’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	$3.17M	Buy	+113,117	New	+$3.17M	0.49%	43

Other funds holding IALT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Holistic Planning's IALT Position: Q2 2026 in Review

Holistic Planning opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 113,117 shares worth $3.17M. The stake represents 0.49% of the portfolio and ranks #43 among its holdings.

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

Holistic Planning held 113,117 shares of iShares Systematic Alternatives Active ETF worth $3.17M as of Q2 2026.
iShares Systematic Alternatives Active ETF was a new Holistic Planning position in Q2 2026.
iShares Systematic Alternatives Active ETF made up 0.49% of Holistic Planning's portfolio in Q2 2026, its #43 holding.
388 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.