Penserra Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Penserra Capital Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-103	Closed	-$7K	–	1312
2023 Q3	$7K	Sell	103 -185	-64%	-$13.1K	﹤0.01%	1115
2023 Q2	$20K	Buy	+288	New	+$19K	﹤0.01%	1099

Other funds holding IVW

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Penserra Capital Management's IVW Position: Q4 2023 in Review

Penserra Capital Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2023, closing a stake of 103 shares — an estimated $7K sold.

Penserra Capital Management first reported a position in IVW in Q2 2023 and held it in 2 quarters. The position peaked at $20K in Q2 2023. 1,548 funds tracked by Wall St. Rank hold IVW as of Q4 2023.

Penserra Capital Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
Penserra Capital Management sold 103 iShares S&P 500 Growth ETF shares in Q4 2023, an estimated $7K.
Penserra Capital Management first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and held it in 2 quarters.
Penserra Capital Management's iShares S&P 500 Growth ETF position peaked at $20K in Q2 2023.
1,548 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2023.

Based on Penserra Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.