SEC 13F Intelligence

Sierra Capital LLC / IVV

Sierra Capital LLC’s Ishares Tr Position

Does Sierra Capital LLC own Ishares Tr (IVV)? Yes21.0K shares worth $14M (+1.50% of its 13F portfolio) as of Q1 2026, down from 22.5K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
21.0K
% of Portfolio
+1.50%
Quarters Held
21
currently held

Position History IVV

Reported value by quarter
Q1 ’21: $18MQ1 ’21Q2 ’21: $19MQ3 ’21: $20MQ4 ’21: $21MQ4 ’21Q1 ’22: $20MQ2 ’22: $17MQ3 ’22: $16MQ3 ’22Q4 ’22: $18MQ1 ’23: $18MQ2 ’23: $17MQ2 ’23Q3 ’23: $13MQ4 ’23: $14MQ1 ’24: $19MQ1 ’24Q2 ’24: $15MQ3 ’24: $16MQ4 ’24: $16MQ4 ’24Q1 ’25: $13MQ2 ’25: $15MQ3 ’25: $15MQ3 ’25Q4 ’25: $15MQ1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.0K$14M+1.50%
Q4 202522.5K$15M+1.63%
Q3 202522.7K$15M+1.67%
Q2 202523.6K$15M+1.69%
Q1 202523.8K$13M+1.61%
Q4 202426.8K$16M+1.87%
Q3 202428.2K$16M+1.94%
Q2 202426.7K$15M+1.95%
Q1 202435.5K$19M+2.44%
Q4 202329.5K$14M+2.06%
Q3 202331.2K$13M+2.15%
Q2 202337.9K$17M+2.68%
Q1 202344.7K$18M+2.98%
Q4 202246.9K$18M+3.08%
Q3 202244.9K$16M+3.00%
Q2 202245.5K$17M+3.12%
Q1 202243.4K$20M+3.10%
Q4 202143.6K$21M+3.10%
Q3 202143.6K$20M+3.38%
Q2 202143.6K$19M+3.48%
Q1 202144.0K$18M+3.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sierra Capital LLC’s full portfolio or all institutional holders of IVV.