XY Planning Network’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

XY Planning Network’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	$1.12M	Buy	+39,817	New	+$1.12M	0.14%	135

Other funds holding IALT

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

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

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

XY Planning Network's IALT Position: Q2 2026 in Review

XY Planning Network opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 39,817 shares worth $1.12M. The stake represents 0.14% of the portfolio and ranks #135 among its holdings.

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

XY Planning Network held 39,817 shares of iShares Systematic Alternatives Active ETF worth $1.12M as of Q2 2026.
iShares Systematic Alternatives Active ETF was a new XY Planning Network position in Q2 2026.
iShares Systematic Alternatives Active ETF made up 0.14% of XY Planning Network's portfolio in Q2 2026, its #135 holding.
132 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.