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 Q2	$1.57M	Buy	+55,045	New	+$1.54M	0.37%	30

Other funds holding IALT

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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SWMG LLC's IALT Position: Q2 2026 in Review

SWMG LLC opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 55,045 shares worth $1.57M. The stake represents 0.37% of the portfolio and ranks #30 among its holdings.

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

SWMG LLC held 55,045 shares of iShares Systematic Alternatives Active ETF worth $1.57M as of Q2 2026.
iShares Systematic Alternatives Active ETF was a new SWMG LLC position in Q2 2026.
iShares Systematic Alternatives Active ETF made up 0.37% of SWMG LLC's portfolio in Q2 2026, its #30 holding.
194 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.