Simplicity Wealth LLC Has $15.46 Million Position in iShares Russell Top 200 Value ETF $IWX

Simplicity Wealth LLC grew its stake in iShares Russell Top 200 Value ETF (NYSEARCA:IWX) by 85.5% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 183,593 shares of the company’s stock after buying an additional 84,639 shares during the quarter. iShares Russell Top 200 Value ETF accounts for about 0.6% of Simplicity Wealth LLC’s investment portfolio, making the stock its 28th biggest holding. Simplicity Wealth LLC’s holdings in iShares Russell Top 200 Value ETF were worth $15,457,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in IWX. Envestnet Asset Management Inc. lifted its holdings in shares of iShares Russell Top 200 Value ETF by 8,893.6% in the first quarter. Envestnet Asset Management Inc. now owns 4,085,345 shares of the company’s stock valued at $335,734,000 after purchasing an additional 4,039,920 shares in the last quarter. Clark Capital Management Group Inc. acquired a new stake in iShares Russell Top 200 Value ETF in the 1st quarter valued at approximately $102,768,000. TIAA Trust National Association boosted its position in iShares Russell Top 200 Value ETF by 8.0% during the 1st quarter. TIAA Trust National Association now owns 11,158,373 shares of the company’s stock worth $916,995,000 after acquiring an additional 830,075 shares during the last quarter. LPL Financial LLC grew its stake in shares of iShares Russell Top 200 Value ETF by 672.4% during the 1st quarter. LPL Financial LLC now owns 624,829 shares of the company’s stock worth $51,348,000 after acquiring an additional 543,939 shares in the last quarter. Finally, Cetera Investment Advisers grew its stake in shares of iShares Russell Top 200 Value ETF by 409.3% during the 1st quarter. Cetera Investment Advisers now owns 344,708 shares of the company’s stock worth $28,328,000 after acquiring an additional 277,022 shares in the last quarter.

iShares Russell Top 200 Value ETF Trading Up 0.4%

Shares of IWX opened at $88.42 on Friday. The stock has a market capitalization of $2.86 billion, a price-to-earnings ratio of 19.39 and a beta of 0.89. iShares Russell Top 200 Value ETF has a 12 month low of $71.48 and a 12 month high of $88.80. The firm has a fifty day simple moving average of $86.33 and a 200 day simple moving average of $83.09.

iShares Russell Top 200 Value ETF Company 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.