RTD Financial Advisors Inc. Takes Position in iShares Russell Top 200 Value ETF $IWX

RTD Financial Advisors Inc. acquired a new stake in shares of iShares Russell Top 200 Value ETF (NYSEARCA:IWX) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 242,363 shares of the company’s stock, valued at approximately $22,263,000. iShares Russell Top 200 Value ETF makes up about 2.7% of RTD Financial Advisors Inc.’s investment portfolio, making the stock its 8th largest position.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. CreativeOne Wealth LLC grew its position in iShares Russell Top 200 Value ETF by 4.9% during the third quarter. CreativeOne Wealth LLC now owns 3,390 shares of the company’s stock valued at $298,000 after purchasing an additional 158 shares in the last quarter. KFA Private Wealth Group LLC grew its position in iShares Russell Top 200 Value ETF by 8.4% during the fourth quarter. KFA Private Wealth Group LLC now owns 2,703 shares of the company’s stock valued at $248,000 after purchasing an additional 209 shares in the last quarter. PNC Financial Services Group Inc. grew its position in iShares Russell Top 200 Value ETF by 1.5% during the third quarter. PNC Financial Services Group Inc. now owns 14,275 shares of the company’s stock valued at $1,254,000 after purchasing an additional 214 shares in the last quarter. Tower Research Capital LLC TRC grew its position in iShares Russell Top 200 Value ETF by 42.1% during the second quarter. Tower Research Capital LLC TRC now owns 780 shares of the company’s stock valued at $66,000 after purchasing an additional 231 shares in the last quarter. Finally, Harbor Investment Advisory LLC grew its position in iShares Russell Top 200 Value ETF by 0.5% during the third quarter. Harbor Investment Advisory LLC now owns 50,446 shares of the company’s stock valued at $4,433,000 after purchasing an additional 266 shares in the last quarter.

iShares Russell Top 200 Value ETF Stock Performance

Shares of IWX opened at $97.99 on Tuesday. The company’s 50 day moving average price is $95.25 and its 200 day moving average price is $92.80. iShares Russell Top 200 Value ETF has a 52 week low of $74.82 and a 52 week high of $98.46. The company has a market capitalization of $3.69 billion, a PE ratio of 19.39 and a beta of 0.77.

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.