iShares Russell Top 200 Value ETF $IWX Stock: Simplicity Wealth LLC Grows Holdings

Simplicity Wealth LLC grew its holdings in iShares Russell Top 200 Value ETF (NYSEARCA:IWX) by 16.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 135,327 shares of the company’s stock after purchasing an additional 18,693 shares during the quarter. Simplicity Wealth LLC owned about 0.41% of iShares Russell Top 200 Value ETF worth $14,822,000 as of its most recent SEC filing.

A number of other institutional investors have also bought and sold shares of IWX. Sound Income Strategies LLC grew its position in shares of iShares Russell Top 200 Value ETF by 12.2% in the first quarter. Sound Income Strategies LLC now owns 1,130 shares of the company’s stock valued at $105,000 after purchasing an additional 123 shares in the last quarter. LifePlan Investment Advisors Inc. increased its holdings in shares of iShares Russell Top 200 Value ETF by 7.3% in the second quarter. LifePlan Investment Advisors Inc. now owns 2,922 shares of the company’s stock valued at $307,000 after purchasing an additional 199 shares during the last quarter. SMART Wealth LLC lifted its position in iShares Russell Top 200 Value ETF by 2.6% during the first quarter. SMART Wealth LLC now owns 8,959 shares of the company’s stock worth $830,000 after buying an additional 223 shares in the last quarter. IFP Advisors Inc purchased a new position in iShares Russell Top 200 Value ETF during the second quarter worth approximately $27,000. Finally, International Assets Investment Management LLC purchased a new position in iShares Russell Top 200 Value ETF during the first quarter worth approximately $55,000.

iShares Russell Top 200 Value ETF Stock Performance

NYSEARCA IWX opened at $113.35 on Friday. The stock’s fifty day moving average is $111.98 and its two-hundred day moving average is $107.04. The firm has a market capitalization of $3.73 billion, a P/E ratio of 19.39 and a beta of 0.77. iShares Russell Top 200 Value ETF has a fifty-two week low of $87.26 and a fifty-two week high of $114.08.

About iShares Russell Top 200 Value ETF

iShares Russell Top 200 Value ETF(the Fund), formerly iShares Russell Top 200 Value Index Fund, seeks investment results that correspond generally to the price and yield performance of the Russell Top 200 Value Index (the Value Index). The Value Index is a style factor weighted index that measures the performance of the largest-capitalization value sector of the United States equity market. The Value Index is a subset of the Russell Top 200 Index and measures the performance of equity securities of Russell Top 200 Index issuers with relatively lower price-to-book ratios and lower forecasted growth.