Beaumont Financial Advisors LLC decreased its position in shares of iShares Russell Top 200 Value ETF (NYSEARCA:IWX – Free Report) by 34.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 3,542 shares of the company’s stock after selling 1,900 shares during the quarter. Beaumont Financial Advisors LLC’s holdings in iShares Russell Top 200 Value ETF were worth $280,000 at the end of the most recent quarter.
Several other large investors also recently added to or reduced their stakes in IWX. Concourse Financial Group Securities Inc. boosted its position in iShares Russell Top 200 Value ETF by 56.3% during the third quarter. Concourse Financial Group Securities Inc. now owns 433 shares of the company’s stock worth $35,000 after purchasing an additional 156 shares during the period. QRG Capital Management Inc. purchased a new position in iShares Russell Top 200 Value ETF in the 3rd quarter valued at approximately $204,000. Affinity Capital Advisors LLC raised its holdings in iShares Russell Top 200 Value ETF by 20.7% during the 2nd quarter. Affinity Capital Advisors LLC now owns 3,302 shares of the company’s stock valued at $247,000 after acquiring an additional 566 shares during the period. Brophy Wealth Management LLC purchased a new stake in shares of iShares Russell Top 200 Value ETF during the third quarter worth $248,000. Finally, Diversified Trust Co bought a new position in shares of iShares Russell Top 200 Value ETF in the fourth quarter worth $248,000.
iShares Russell Top 200 Value ETF Stock Performance
NYSEARCA:IWX opened at $82.34 on Thursday. The business’s fifty day moving average is $81.54 and its 200 day moving average is $80.21. The firm has a market cap of $2.38 billion, a price-to-earnings ratio of 19.01 and a beta of 0.63. iShares Russell Top 200 Value ETF has a 52-week low of $70.13 and a 52-week high of $85.39.
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.
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