iShares Russell Top 200 Value ETF $IWX Holdings Increased by Compound Planning Inc.

Compound Planning Inc. boosted its position in iShares Russell Top 200 Value ETF (NYSEARCA:IWX) by 467.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 47,018 shares of the company’s stock after purchasing an additional 38,725 shares during the period. Compound Planning Inc. owned approximately 0.14% of iShares Russell Top 200 Value ETF worth $4,357,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in IWX. TIAA Trust National Association grew its position in iShares Russell Top 200 Value ETF by 1.6% in the fourth quarter. TIAA Trust National Association now owns 12,344,150 shares of the company’s stock worth $1,133,934,000 after buying an additional 198,318 shares during the last quarter. Envestnet Portfolio Solutions Inc. boosted its stake in shares of iShares Russell Top 200 Value ETF by 1.5% during the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 6,332,301 shares of the company’s stock worth $581,685,000 after acquiring an additional 93,664 shares in the last quarter. First Citizens Bank & Trust Co. grew its holdings in shares of iShares Russell Top 200 Value ETF by 1.3% in the 4th quarter. First Citizens Bank & Trust Co. now owns 5,983,534 shares of the company’s stock worth $549,647,000 after acquiring an additional 77,178 shares during the last quarter. AE Wealth Management LLC grew its holdings in shares of iShares Russell Top 200 Value ETF by 3.2% in the 4th quarter. AE Wealth Management LLC now owns 1,081,107 shares of the company’s stock worth $99,311,000 after acquiring an additional 33,150 shares during the last quarter. Finally, Clark Capital Management Group Inc. acquired a new stake in shares of iShares Russell Top 200 Value ETF during the fourth quarter worth $66,327,000.

iShares Russell Top 200 Value ETF Trading Up 0.8%

Shares of IWX opened at $108.28 on Friday. The business’s 50-day moving average price is $105.45 and its 200 day moving average price is $99.43. The stock has a market capitalization of $4.04 billion, a P/E ratio of 19.39 and a beta of 0.77. iShares Russell Top 200 Value ETF has a 1-year low of $82.78 and a 1-year high of $109.16.

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.