OPWM
IALT

Oregon Pacific Wealth Management’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Oregon Pacific Wealth 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 		$422K Buy
+15,048
New +$422K 0.4% 58

Other funds holding IALT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Oregon Pacific Wealth Management's IALT Position: Q2 2026 in Review

Oregon Pacific Wealth Management opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 15,048 shares worth $422K. The stake represents 0.4% of the portfolio and ranks #58 among its holdings.

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

  • Oregon Pacific Wealth Management held 15,048 shares of iShares Systematic Alternatives Active ETF worth $422K as of Q2 2026.
  • iShares Systematic Alternatives Active ETF was a new Oregon Pacific Wealth Management position in Q2 2026.
  • iShares Systematic Alternatives Active ETF made up 0.4% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #58 holding.
  • 233 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.