JFS Wealth Advisors’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

JFS Wealth Advisors’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	$1.01M	Buy	+36,163	New	+$1.01M	0.05%	167

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

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

JFS Wealth Advisors's IALT Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 36,163 shares worth $1.01M. The stake represents 0.05% of the portfolio and ranks #167 among its holdings.

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

JFS Wealth Advisors held 36,163 shares of iShares Systematic Alternatives Active ETF worth $1.01M as of Q2 2026.
iShares Systematic Alternatives Active ETF was a new JFS Wealth Advisors position in Q2 2026.
iShares Systematic Alternatives Active ETF made up 0.05% of JFS Wealth Advisors's portfolio in Q2 2026, its #167 holding.
163 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.