AssetMark Inc’s IQ US Large Cap R&D Leaders ETF LRND Stock Holding History

AssetMark Inc’s Portfolio LRND Stock Details LRND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-317	Closed	-$12.9K	–	3532
2025 Q4	$12.9K	Buy	+317	New	+$12.8K	﹤0.01%	2136
2025 Q2	–	Sell	-1,387	Closed	-$44.6K	–	3078
2025 Q1	$44.6K	Buy	+1,387	New	+$47.7K	﹤0.01%	1466
2024 Q4	–	Sell	-66	Closed	-$2.2K	–	2636
2024 Q3	$2.2K	Buy	+66	New	+$2.14K	﹤0.01%	1872
2024 Q2	–	Sell	-8	Closed	-$252	–	2184
2024 Q1	$252	Buy	+8	New	+$240	﹤0.01%	1778
2023 Q3	–	Sell	-30	Closed	-$771	–	1784
2023 Q2	$771	Buy	+30	New	+$716	﹤0.01%	1483

Other funds holding LRND

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sankala Group Lyons, Colorado $122M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc's LRND Position: Q1 2026 in Review

AssetMark Inc sold out of IQ US Large Cap R&D Leaders ETF (LRND) in Q1 2026, closing a stake of 317 shares — an estimated $12.9K sold.

AssetMark Inc first reported a position in LRND in Q2 2023 and held it in 5 quarters. The position peaked at $44.6K in Q1 2025. 5 funds tracked by Wall St. Rank hold LRND as of Q1 2026.

AssetMark Inc reported no remaining IQ US Large Cap R&D Leaders ETF position as of Q1 2026 after selling out during the quarter.
AssetMark Inc sold 317 IQ US Large Cap R&D Leaders ETF shares in Q1 2026, an estimated $12.9K.
AssetMark Inc first reported a position in IQ US Large Cap R&D Leaders ETF in Q2 2023 and held it in 5 quarters.
AssetMark Inc's IQ US Large Cap R&D Leaders ETF position peaked at $44.6K in Q1 2025.
5 funds tracked by Wall St. Rank held IQ US Large Cap R&D Leaders ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.