Retirement Wealth Solutions
IALT icon

Retirement Wealth Solutions’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Retirement Wealth Solutions’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 		$915K Buy
30,649
+32
+0.1% +$927 0.48% 39
2026
Q2 		$859K Buy
+30,617
New +$859K 0.47% 39

Other funds holding IALT

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $750M AUM 14.74% 1-Year Est. Return

Retirement Wealth Solutions's IALT Position: Q3 2026 in Review

Retirement Wealth Solutions increased its iShares Systematic Alternatives Active ETF (IALT) stake by 0.1% in Q3 2026, buying an estimated $927 and bringing the position to 30,649 shares worth $915K. The position accounts for 0.48% of the portfolio, ranked #39.

Retirement Wealth Solutions first reported a position in IALT in Q2 2026 and has held it in 2 quarters since. 196 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • Retirement Wealth Solutions held 30,649 shares of iShares Systematic Alternatives Active ETF worth $915K as of Q3 2026.
  • Retirement Wealth Solutions bought 32 iShares Systematic Alternatives Active ETF shares in Q3 2026, an estimated $927.
  • iShares Systematic Alternatives Active ETF made up 0.48% of Retirement Wealth Solutions's portfolio in Q3 2026, its #39 holding.
  • Retirement Wealth Solutions first reported a position in iShares Systematic Alternatives Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 196 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.