Strategic Wealth Partners Group LLC Buys iShares Russell 2500 ETF, iShares S&P 100 ETF, S&P Global Inc, Sells iShares Russell Mid-Cap ETF, iShares S&P Mid-Cap 400 Growth ETF, Vanguard Short-Term Corporate Bond ETF

Investment company Strategic Wealth Partners Group LLC (Current Portfolio) buys iShares Russell 2500 ETF, iShares S&P 100 ETF, S&P Global Inc, iShares iBonds Dec 2022 Term Corporate ETF, BTC iShares Morningstar Large-Cap ETF, sells iShares Russell Mid-Cap ETF, iShares S&P Mid-Cap 400 Growth ETF, Vanguard Short-Term Corporate Bond ETF, S&P MidCap 400 ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Strategic Wealth Partners Group LLC. As of 2021Q3, Strategic Wealth Partners Group LLC owns 64 stocks with a total value of $525 million. These are the details of the buys and sells.

For the details of Strategic Wealth Partners Group LLC's stock buys and sells, go to https://www.gurufocus.com/guru/strategic+wealth+partners+group+llc/current-portfolio/portfolio

These are the top 5 holdings of Strategic Wealth Partners Group LLC
  1. iShares Russell 1000 Growth ETF (IWF) - 421,931 shares, 22.01% of the total portfolio. Shares reduced by 1.88%
  2. iShares S&P 500 Value ETF (IVE) - 346,583 shares, 9.60% of the total portfolio. Shares reduced by 1.89%
  3. Vanguard Total Stock Market ETF (VTI) - 219,634 shares, 9.29% of the total portfolio. Shares reduced by 1.08%
  4. S&P 500 ETF TRUST ETF (SPY) - 105,133 shares, 8.59% of the total portfolio. Shares reduced by 2.72%
  5. iShares Russell 1000 Value ETF (IWD) - 288,117 shares, 8.58% of the total portfolio. Shares added by 5.17%
New Purchase: iShares Russell 2500 ETF (SMMD)

Strategic Wealth Partners Group LLC initiated holding in iShares Russell 2500 ETF. The purchase prices were between $61.79 and $67.12, with an estimated average price of $64.93. The stock is now traded at around $69.647500. The impact to a portfolio due to this purchase was 0.7%. The holding were 57,306 shares as of 2021-09-30.

New Purchase: iShares S&P 100 ETF (OEF)

Strategic Wealth Partners Group LLC initiated holding in iShares S&P 100 ETF. The purchase prices were between $195.55 and $208.16, with an estimated average price of $202.48. The stock is now traded at around $215.220000. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,180 shares as of 2021-09-30.

New Purchase: S&P Global Inc (SPGI)

Strategic Wealth Partners Group LLC initiated holding in S&P Global Inc. The purchase prices were between $408.95 and $454.05, with an estimated average price of $433.31. The stock is now traded at around $453.550000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,400 shares as of 2021-09-30.

New Purchase: iShares iBonds Dec 2022 Term Corporate ETF (IBDN)

Strategic Wealth Partners Group LLC initiated holding in iShares iBonds Dec 2022 Term Corporate ETF. The purchase prices were between $25.22 and $25.25, with an estimated average price of $25.24. The stock is now traded at around $25.240000. The impact to a portfolio due to this purchase was 0.11%. The holding were 22,843 shares as of 2021-09-30.

New Purchase: iShares iBonds Dec 2023 Term Corporate ETF (IBDO)

Strategic Wealth Partners Group LLC initiated holding in iShares iBonds Dec 2023 Term Corporate ETF. The purchase prices were between $25.87 and $25.94, with an estimated average price of $25.91. The stock is now traded at around $25.850000. The impact to a portfolio due to this purchase was 0.07%. The holding were 14,184 shares as of 2021-09-30.

New Purchase: iShares iBonds Dec 2025 Term Corporate ETF (IBDQ)

Strategic Wealth Partners Group LLC initiated holding in iShares iBonds Dec 2025 Term Corporate ETF. The purchase prices were between $26.75 and $26.95, with an estimated average price of $26.85. The stock is now traded at around $26.570000. The impact to a portfolio due to this purchase was 0.07%. The holding were 13,268 shares as of 2021-09-30.

Added: BTC iShares Morningstar Large-Cap ETF (JKD)

Strategic Wealth Partners Group LLC added to a holding in BTC iShares Morningstar Large-Cap ETF by 205.89%. The purchase prices were between $60.03 and $64.12, with an estimated average price of $62.42. The stock is now traded at around $221.910900. The impact to a portfolio due to this purchase was 0.11%. The holding were 13,652 shares as of 2021-09-30.



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