Montgomery Financial Services LLC acquired a new position in shares of iShares Russell Top 200 Value ETF (NYSEARCA:IWX – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 132,081 shares of the company’s stock, valued at approximately $13,890,000. iShares Russell Top 200 Value ETF makes up about 12.1% of Montgomery Financial Services LLC’s investment portfolio, making the stock its 3rd largest position. Montgomery Financial Services LLC owned 0.37% of iShares Russell Top 200 Value ETF as of its most recent SEC filing.
Several other large investors have also added to or reduced their stakes in the stock. International Assets Investment Management LLC bought a new stake in shares of iShares Russell Top 200 Value ETF during the first quarter valued at about $55,000. Bessemer Group Inc. purchased a new position in iShares Russell Top 200 Value ETF during the first quarter valued at approximately $61,000. Tower Research Capital LLC TRC grew its stake in iShares Russell Top 200 Value ETF by 42.1% during the second quarter. Tower Research Capital LLC TRC now owns 780 shares of the company’s stock valued at $66,000 after acquiring an additional 231 shares in the last quarter. Harbour Investments Inc. increased its holdings in iShares Russell Top 200 Value ETF by 101.7% during the 4th quarter. Harbour Investments Inc. now owns 829 shares of the company’s stock worth $76,000 after acquiring an additional 418 shares during the period. Finally, Advisory Services Network LLC bought a new stake in iShares Russell Top 200 Value ETF during the 3rd quarter worth approximately $76,000.
iShares Russell Top 200 Value ETF Price Performance
NYSEARCA IWX opened at $112.90 on Friday. The company’s 50 day simple moving average is $110.22 and its two-hundred day simple moving average is $102.88. iShares Russell Top 200 Value ETF has a 1 year low of $86.29 and a 1 year high of $113.95. The stock has a market capitalization of $4.08 billion, a PE ratio of 19.39 and a beta of 0.77.
iShares Russell Top 200 Value ETF Profile
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.
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