Penserra Capital Management’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-183	Closed	-$19K	–	1306
2023 Q2	$19K	Buy	+183	New	+$18K	﹤0.01%	1140
2020 Q3	–	Sell	-512	Closed	-$34K	–	986
2020 Q2	$34K	Buy	+512	New	+$30.9K	﹤0.01%	688
2020 Q1	–	Sell	-4,224	Closed	-$245K	–	888
2019 Q4	$245K	Buy	4,224 +1,780	+73%	+$96.8K	0.02%	430
2019 Q3	$124K	Buy	+2,444	New	+$124K	0.01%	496
2018 Q2	–	Sell	-37,364	Closed	-$1.57M	–	575
2018 Q1	$1.57M	Buy	+37,364	New	+$1.61M	0.15%	116

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Penserra Capital Management's IYW Position: Q3 2023 in Review

Penserra Capital Management sold out of iShares US Technology ETF (IYW) in Q3 2023, closing a stake of 183 shares — an estimated $19K sold.

Penserra Capital Management first reported a position in IYW in Q1 2018 and held it in 5 quarters. The position peaked at $1.57M in Q1 2018. 831 funds tracked by Wall St. Rank hold IYW as of Q3 2023.

Penserra Capital Management reported no remaining iShares US Technology ETF position as of Q3 2023 after selling out during the quarter.
Penserra Capital Management sold 183 iShares US Technology ETF shares in Q3 2023, an estimated $19K.
Penserra Capital Management first reported a position in iShares US Technology ETF in Q1 2018 and held it in 5 quarters.
Penserra Capital Management's iShares US Technology ETF position peaked at $1.57M in Q1 2018.
831 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2023.

Based on Penserra Capital Management's 13F filing for Q3 2023, filed 15 Nov 2023.