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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

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Nov 12, 2021
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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.



Here is the complete portfolio of Strategic Wealth Partners Group LLC. Also check out:

1. Strategic Wealth Partners Group LLC's Undervalued Stocks
2. Strategic Wealth Partners Group LLC's Top Growth Companies, and
3. Strategic Wealth Partners Group LLC's High Yield stocks
4. Stocks that Strategic Wealth Partners Group LLC keeps buying
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