Sharkey, Howes & Javer’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Sharkey, Howes & Javer’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	$24.3M	Buy	+865,284	New	+$24.3M	2.93%	8

Other funds holding IALT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sharkey, Howes & Javer's IALT Position: Q2 2026 in Review

Sharkey, Howes & Javer opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 865,284 shares worth $24.3M. The stake represents 2.93% of the portfolio and ranks #8 among its holdings.

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

Sharkey, Howes & Javer held 865,284 shares of iShares Systematic Alternatives Active ETF worth $24.3M as of Q2 2026.
iShares Systematic Alternatives Active ETF was a new Sharkey, Howes & Javer position in Q2 2026.
iShares Systematic Alternatives Active ETF made up 2.93% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #8 holding.
389 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.