Simplicity Wealth LLC boosted its stake in iShares Russell Top 200 Value ETF (NYSEARCA:IWX – Free Report) by 16.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 135,327 shares of the company’s stock after acquiring an additional 18,693 shares during the period. Simplicity Wealth LLC’s holdings in iShares Russell Top 200 Value ETF were worth $14,822,000 as of its most recent SEC filing.
Other large investors also recently bought and sold shares of the company. Sterling Capital Management LLC purchased a new position in shares of iShares Russell Top 200 Value ETF during the third quarter worth about $36,621,000. Brookstone Capital Management purchased a new stake in shares of iShares Russell Top 200 Value ETF in the 3rd quarter valued at about $248,000. Fifth Third Securities Inc. purchased a new stake in shares of iShares Russell Top 200 Value ETF in the 3rd quarter valued at about $214,000. LifeWealth Investments LLC lifted its holdings in shares of iShares Russell Top 200 Value ETF by 10.3% in the 3rd quarter. LifeWealth Investments LLC now owns 275,685 shares of the company’s stock valued at $30,196,000 after purchasing an additional 25,716 shares during the last quarter. Finally, CFS Investment Advisory Services LLC boosted its position in shares of iShares Russell Top 200 Value ETF by 31.0% in the 3rd quarter. CFS Investment Advisory Services LLC now owns 20,630 shares of the company’s stock valued at $2,287,000 after purchasing an additional 4,882 shares during the period.
iShares Russell Top 200 Value ETF Stock Down 0.6%
NYSEARCA:IWX opened at $113.35 on Friday. The stock’s 50 day moving average price is $111.98 and its 200 day moving average price is $107.04. The company has a market capitalization of $3.73 billion, a PE ratio of 19.39 and a beta of 0.77. iShares Russell Top 200 Value ETF has a 52-week low of $87.26 and a 52-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.
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