OGC
IALT icon

Oak Grove Capital’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Oak Grove Capital’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 		$1.28M Hold
43,000
– – 0.06% 69
2026
Q2 		$1.21M Buy
+43,000
New +$1.21M 0.06% 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
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 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

Oak Grove Capital's IALT Position: Q3 2026 in Review

Oak Grove Capital held its iShares Systematic Alternatives Active ETF (IALT) position steady in Q3 2026 at 43,000 shares worth $1.28M. The position accounts for 0.06% of the portfolio, ranked #69.

Oak Grove Capital first reported a position in IALT in Q2 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • Oak Grove Capital held 43,000 shares of iShares Systematic Alternatives Active ETF worth $1.28M as of Q3 2026.
  • Oak Grove Capital left its iShares Systematic Alternatives Active ETF share count unchanged in Q3 2026.
  • iShares Systematic Alternatives Active ETF made up 0.06% of Oak Grove Capital's portfolio in Q3 2026, its #69 holding.
  • Oak Grove Capital first reported a position in iShares Systematic Alternatives Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on Oak Grove Capital's 13F filing for Q3 2026, filed 9 Oct 2026.