iShares Russell Top 200 Value ETF (NYSEARCA:IWX) Stock Holdings Lowered by Simplicity Wealth LLC

Simplicity Wealth LLC lowered its position in shares of iShares Russell Top 200 Value ETF (NYSEARCA:IWX) by 87.8% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 11,934 shares of the company’s stock after selling 85,715 shares during the period. Simplicity Wealth LLC’s holdings in iShares Russell Top 200 Value ETF were worth $943,000 as of its most recent filing with the SEC.

Several other institutional investors have also modified their holdings of the company. Orion Portfolio Solutions LLC bought a new position in shares of iShares Russell Top 200 Value ETF during the third quarter worth about $63,834,000. SVB Wealth LLC grew its position in shares of iShares Russell Top 200 Value ETF by 202.0% during the fourth quarter. SVB Wealth LLC now owns 717,934 shares of the company’s stock worth $56,738,000 after acquiring an additional 480,181 shares during the last quarter. World Investment Advisors LLC bought a new position in shares of iShares Russell Top 200 Value ETF during the third quarter worth about $23,618,000. Compton Wealth Advisory Group LLC grew its position in shares of iShares Russell Top 200 Value ETF by 3.1% during the fourth quarter. Compton Wealth Advisory Group LLC now owns 247,238 shares of the company’s stock worth $19,539,000 after acquiring an additional 7,318 shares during the last quarter. Finally, JPMorgan Chase & Co. grew its position in shares of iShares Russell Top 200 Value ETF by 9.0% during the third quarter. JPMorgan Chase & Co. now owns 192,582 shares of the company’s stock worth $15,651,000 after acquiring an additional 15,888 shares during the last quarter.

iShares Russell Top 200 Value ETF Stock Performance

iShares Russell Top 200 Value ETF stock opened at $82.42 on Monday. The company has a 50-day simple moving average of $82.26 and a 200-day simple moving average of $81.74. The firm has a market capitalization of $3.06 billion, a P/E ratio of 20.09 and a beta of 0.88. iShares Russell Top 200 Value ETF has a one year low of $72.40 and a one year high of $85.39.

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.