SWP Financial’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

SWP Financial’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	$2.81M	Buy	+100,281	New	+$2.81M	1.3%	24

Other funds holding IALT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

SWP Financial's IALT Position: Q2 2026 in Review

SWP Financial opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 100,281 shares worth $2.81M. The stake represents 1.3% of the portfolio and ranks #24 among its holdings.

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

SWP Financial held 100,281 shares of iShares Systematic Alternatives Active ETF worth $2.81M as of Q2 2026.
iShares Systematic Alternatives Active ETF was a new SWP Financial position in Q2 2026.
iShares Systematic Alternatives Active ETF made up 1.3% of SWP Financial's portfolio in Q2 2026, its #24 holding.
212 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.