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Milestone Asset Management’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Milestone Asset Management’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 		$2.21M Sell
74,019
-62,187
-46% -$1.8M 0.35% 73
2026
Q2 		$3.82M Buy
+136,206
New +$3.82M 0.6% 52

Other funds holding IALT

Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
BFG
Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Milestone Asset Management's IALT Position: Q3 2026 in Review

Milestone Asset Management reduced its iShares Systematic Alternatives Active ETF (IALT) stake by 46% in Q3 2026, selling an estimated $1.8M and leaving 74,019 shares worth $2.21M. The position accounts for 0.35% of the portfolio, ranked #73.

Milestone Asset Management first reported a position in IALT in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.82M in Q2 2026. 89 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • Milestone Asset Management held 74,019 shares of iShares Systematic Alternatives Active ETF worth $2.21M as of Q3 2026.
  • Milestone Asset Management sold 62,187 iShares Systematic Alternatives Active ETF shares in Q3 2026, an estimated $1.8M.
  • iShares Systematic Alternatives Active ETF made up 0.35% of Milestone Asset Management's portfolio in Q3 2026, its #73 holding.
  • Milestone Asset Management first reported a position in iShares Systematic Alternatives Active ETF in Q2 2026 and has held it in 2 quarters since.
  • Milestone Asset Management's iShares Systematic Alternatives Active ETF position peaked at $3.82M in Q2 2026.
  • 89 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.