iShares Russell Top 200 Value ETF $IWX Stake Boosted by SVB Wealth LLC

SVB Wealth LLC raised its stake in iShares Russell Top 200 Value ETF (NYSEARCA:IWX) by 2.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 545,667 shares of the company’s stock after purchasing an additional 13,108 shares during the quarter. iShares Russell Top 200 Value ETF accounts for 2.6% of SVB Wealth LLC’s portfolio, making the stock its 6th biggest position. SVB Wealth LLC owned 1.67% of iShares Russell Top 200 Value ETF worth $47,953,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Fisher Asset Management LLC purchased a new position in shares of iShares Russell Top 200 Value ETF in the second quarter valued at about $482,000. AE Wealth Management LLC boosted its holdings in shares of iShares Russell Top 200 Value ETF by 0.6% during the second quarter. AE Wealth Management LLC now owns 1,017,400 shares of the company’s stock worth $85,655,000 after purchasing an additional 5,763 shares during the period. JPMorgan Chase & Co. grew its stake in shares of iShares Russell Top 200 Value ETF by 8.4% in the second quarter. JPMorgan Chase & Co. now owns 274,444 shares of the company’s stock worth $23,105,000 after purchasing an additional 21,382 shares during the last quarter. Claro Advisors LLC increased its holdings in iShares Russell Top 200 Value ETF by 63.0% during the 2nd quarter. Claro Advisors LLC now owns 8,388 shares of the company’s stock valued at $706,000 after purchasing an additional 3,241 shares during the period. Finally, Prospera Financial Services Inc increased its holdings in iShares Russell Top 200 Value ETF by 23.4% during the 2nd quarter. Prospera Financial Services Inc now owns 10,564 shares of the company’s stock valued at $889,000 after purchasing an additional 2,002 shares during the period.

iShares Russell Top 200 Value ETF Stock Performance

NYSEARCA IWX opened at $97.58 on Tuesday. The stock has a market cap of $3.83 billion, a P/E ratio of 19.39 and a beta of 0.82. iShares Russell Top 200 Value ETF has a fifty-two week low of $71.48 and a fifty-two week high of $97.80. The stock has a 50 day simple moving average of $93.65 and a two-hundred day simple moving average of $89.64.

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. 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.