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Penserra Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

Penserra Capital Management’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-125
Closed -$7K – 1313
2024
Q1 		$7K Buy
+125
New +$7.52K ﹤0.01% 988
2019
Q1 		– Sell
-41,160
Closed -$1.49M – 761
2018
Q4 		$1.49M Buy
+41,160
New +$1.58M 0.14% 137

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Penserra Capital Management's IYH Position: Q2 2024 in Review

Penserra Capital Management sold out of iShares US Healthcare ETF (IYH) in Q2 2024, closing a stake of 125 shares — an estimated $7K sold.

Penserra Capital Management first reported a position in IYH in Q4 2018 and held it in 2 quarters. The position peaked at $1.49M in Q4 2018. 493 funds tracked by Wall St. Rank hold IYH as of Q2 2024.

  • Penserra Capital Management reported no remaining iShares US Healthcare ETF position as of Q2 2024 after selling out during the quarter.
  • Penserra Capital Management sold 125 iShares US Healthcare ETF shares in Q2 2024, an estimated $7K.
  • Penserra Capital Management first reported a position in iShares US Healthcare ETF in Q4 2018 and held it in 2 quarters.
  • Penserra Capital Management's iShares US Healthcare ETF position peaked at $1.49M in Q4 2018.
  • 493 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2024.

Based on Penserra Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.