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

Physician 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	$8.31M	Buy	+296,245	New	+$8.31M	0.99%	23

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

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 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

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Physician Wealth Advisors opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 296,245 shares worth $8.31M. The stake represents 0.99% of the portfolio and ranks #23 among its holdings.

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

Physician Wealth Advisors held 296,245 shares of iShares Systematic Alternatives Active ETF worth $8.31M as of Q2 2026.
iShares Systematic Alternatives Active ETF was a new Physician Wealth Advisors position in Q2 2026.
iShares Systematic Alternatives Active ETF made up 0.99% of Physician Wealth Advisors's portfolio in Q2 2026, its #23 holding.
83 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.