Bryn Mawr Trust Advisors LLC decreased its position in iShares Russell Top 200 Value ETF (NYSEARCA:IWX – Free Report) by 6.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 242,458 shares of the company’s stock after selling 15,376 shares during the period. iShares Russell Top 200 Value ETF makes up about 1.1% of Bryn Mawr Trust Advisors LLC’s portfolio, making the stock its 20th biggest holding. Bryn Mawr Trust Advisors LLC’s holdings in iShares Russell Top 200 Value ETF were worth $22,469,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Sound Income Strategies LLC grew its stake in iShares Russell Top 200 Value ETF by 12.2% during the 1st quarter. Sound Income Strategies LLC now owns 1,130 shares of the company’s stock valued at $105,000 after purchasing an additional 123 shares during the last quarter. CreativeOne Wealth LLC boosted its position in iShares Russell Top 200 Value ETF by 3.7% in the fourth quarter. CreativeOne Wealth LLC now owns 3,514 shares of the company’s stock valued at $323,000 after buying an additional 124 shares during the last quarter. KFA Private Wealth Group LLC boosted its position in iShares Russell Top 200 Value ETF by 8.4% in the fourth quarter. KFA Private Wealth Group LLC now owns 2,703 shares of the company’s stock valued at $248,000 after buying an additional 209 shares during the last quarter. Financial Engines Advisors L.L.C. increased its holdings in iShares Russell Top 200 Value ETF by 8.7% in the 4th quarter. Financial Engines Advisors L.L.C. now owns 2,744 shares of the company’s stock worth $252,000 after buying an additional 219 shares during the period. Finally, SMART Wealth LLC raised its position in iShares Russell Top 200 Value ETF by 2.6% during the 1st quarter. SMART Wealth LLC now owns 8,959 shares of the company’s stock worth $830,000 after buying an additional 223 shares during the last quarter.
iShares Russell Top 200 Value ETF Trading Up 0.4%
Shares of NYSEARCA IWX opened at $108.05 on Tuesday. The company has a 50 day simple moving average of $104.33 and a two-hundred day simple moving average of $98.49. The stock has a market cap of $3.85 billion, a price-to-earnings ratio of 19.39 and a beta of 0.77. iShares Russell Top 200 Value ETF has a 12 month low of $82.78 and a 12 month high of $108.72.
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.
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