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Allworth Financial’s Iovance Biotherapeutics IOVA Stock Holding History

Allworth Financial’s Portfolio IOVA Stock Details IOVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.9K Buy
13,668
+10,508
+333% +$39.9K ﹤0.01% 2368
2026
Q1 		$11.1K Buy
3,160
+2,377
+304% +$7.6K ﹤0.01% 3432
2025
Q4 		$2.14K Sell
783
-5,734
-88% -$13.3K ﹤0.01% 4096
2025
Q3 		$14.1K Buy
6,517
+217
+3% +$512 ﹤0.01% 2919
2025
Q2 		$10.8K Buy
6,300
+5,346
+560% +$13.3K ﹤0.01% 2853
2025
Q1 		$3.21K Buy
954
+222
+30% +$1.15K ﹤0.01% 3012
2024
Q4 		$4.38K Sell
732
-336
-31% -$3.12K ﹤0.01% 2825
2024
Q3 		$10K Buy
1,068
+315
+42% +$2.98K ﹤0.01% 2255
2024
Q2 		$5.99K Buy
753
+21
+3% +$225 ﹤0.01% 2433
2024
Q1 		$10.8K Hold
732
– – ﹤0.01% 2072
2023
Q4 		$5.95K Buy
+732
New +$3.83K ﹤0.01% 2201
2023
Q3 		– Sell
-63
Closed -$444 – 3487
2023
Q2 		$444 Sell
63
-9
-13% -$64 ﹤0.01% 2920
2023
Q1 		$440 Buy
+72
New +$497 ﹤0.01% 2866
2022
Q4 		– Sell
-16
Closed – – 3097
2022
Q3 		$0 Buy
+16
New +$185 ﹤0.01% 2868

Other funds holding IOVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MFM
MHR Fund Management New York $1.92B AUM 119.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

Allworth Financial's IOVA Position: Q2 2026 in Review

Allworth Financial increased its Iovance Biotherapeutics (IOVA) stake by 333% in Q2 2026, buying an estimated $39.9K and bringing the position to 13,668 shares worth $56.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2368.

Allworth Financial first reported a position in IOVA in Q3 2022 and has held it in 14 quarters since. 292 funds tracked by Wall St. Rank hold IOVA as of Q2 2026.

  • Allworth Financial held 13,668 shares of Iovance Biotherapeutics worth $56.9K as of Q2 2026.
  • Allworth Financial bought 10,508 Iovance Biotherapeutics shares in Q2 2026, an estimated $39.9K.
  • Iovance Biotherapeutics made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2368 holding.
  • Allworth Financial first reported a position in Iovance Biotherapeutics in Q3 2022 and has held it in 14 quarters since.
  • 292 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.