OWCM
IALT

One Wealth Capital Management’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

One Wealth Capital 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
Q2 		$2.41M Buy
+85,937
New +$2.41M 0.68% 33

Other funds holding IALT

Envestnet Portfolio Solutions
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
SHJ
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

One Wealth Capital Management's IALT Position: Q2 2026 in Review

One Wealth Capital Management opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 85,937 shares worth $2.41M. The stake represents 0.68% of the portfolio and ranks #33 among its holdings.

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

  • One Wealth Capital Management held 85,937 shares of iShares Systematic Alternatives Active ETF worth $2.41M as of Q2 2026.
  • iShares Systematic Alternatives Active ETF was a new One Wealth Capital Management position in Q2 2026.
  • iShares Systematic Alternatives Active ETF made up 0.68% of One Wealth Capital Management's portfolio in Q2 2026, its #33 holding.
  • 194 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.