World Equity Group
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World Equity Group’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

World Equity Group’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 		– Sell
-15,363
Closed -$431K – 401
2026
Q2 		$431K Buy
+15,363
New +$431K 0.1% 244

Other funds holding IALT

Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 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
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Buttonwood Financial Group
Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

World Equity Group's IALT Position: Q3 2026 in Review

World Equity Group sold out of iShares Systematic Alternatives Active ETF (IALT) in Q3 2026, closing a stake of 15,363 shares — an estimated $431K sold.

World Equity Group first reported a position in IALT in Q2 2026 and held it in 1 quarter. The position peaked at $431K in Q2 2026. 163 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • World Equity Group reported no remaining iShares Systematic Alternatives Active ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 15,363 iShares Systematic Alternatives Active ETF shares in Q3 2026, an estimated $431K.
  • World Equity Group first reported a position in iShares Systematic Alternatives Active ETF in Q2 2026 and held it in 1 quarter.
  • World Equity Group's iShares Systematic Alternatives Active ETF position peaked at $431K in Q2 2026.
  • 163 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.