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

Simplicity Wealth LLC lifted its holdings in shares of iShares Russell Top 200 Value ETF (NYSEARCA:IWX) by 85.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). 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 comprises approximately 0.6% of Simplicity Wealth LLC’s investment portfolio, making the stock its 28th biggest holding. Simplicity Wealth LLC owned about 0.56% of iShares Russell Top 200 Value ETF worth $15,457,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the business. Envestnet Asset Management Inc. boosted its stake in 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 acquiring an additional 4,039,920 shares during the last quarter. Clark Capital Management Group Inc. bought a new position in shares of iShares Russell Top 200 Value ETF in the 1st quarter worth $102,768,000. TIAA Trust National Association boosted its position in shares of iShares Russell Top 200 Value ETF by 8.0% in the 1st quarter. TIAA Trust National Association now owns 11,158,373 shares of the company’s stock worth $916,995,000 after purchasing an additional 830,075 shares during the last quarter. LPL Financial LLC boosted its position in shares of iShares Russell Top 200 Value ETF by 672.4% in the 1st quarter. LPL Financial LLC now owns 624,829 shares of the company’s stock worth $51,348,000 after purchasing an additional 543,939 shares during the last quarter. Finally, Cetera Investment Advisers grew its stake in shares of iShares Russell Top 200 Value ETF by 409.3% during the first quarter. Cetera Investment Advisers now owns 344,708 shares of the company’s stock worth $28,328,000 after purchasing an additional 277,022 shares during the period.

iShares Russell Top 200 Value ETF Trading Up 0.4%

Shares of IWX opened at $88.42 on Friday. iShares Russell Top 200 Value ETF has a 1 year low of $71.48 and a 1 year high of $88.80. The stock has a market cap of $2.86 billion, a P/E ratio of 19.39 and a beta of 0.89. The stock’s 50-day moving average price is $86.33 and its two-hundred day moving average price is $83.09.

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.