SWMG LLC
IALT icon

SWMG LLC’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

SWMG LLC’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 		$1.47M Sell
49,540
-5,505
-10% -$159K 0.32% 31
2026
Q2 		$1.57M Buy
+55,045
New +$1.54M 0.37% 30

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
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SWMG LLC's IALT Position: Q3 2026 in Review

SWMG LLC reduced its iShares Systematic Alternatives Active ETF (IALT) stake by 10% in Q3 2026, selling an estimated $159K and leaving 49,540 shares worth $1.47M. The position accounts for 0.32% of the portfolio, ranked #31.

SWMG LLC first reported a position in IALT in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.57M in Q2 2026. 202 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • SWMG LLC held 49,540 shares of iShares Systematic Alternatives Active ETF worth $1.47M as of Q3 2026.
  • SWMG LLC sold 5,505 iShares Systematic Alternatives Active ETF shares in Q3 2026, an estimated $159K.
  • iShares Systematic Alternatives Active ETF made up 0.32% of SWMG LLC's portfolio in Q3 2026, its #31 holding.
  • SWMG LLC first reported a position in iShares Systematic Alternatives Active ETF in Q2 2026 and has held it in 2 quarters since.
  • SWMG LLC's iShares Systematic Alternatives Active ETF position peaked at $1.57M in Q2 2026.
  • 202 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.