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Arcadia Wealth Management (New York)’s Iovance Biotherapeutics IOVA Stock Holding History

Arcadia Wealth Management (New York)’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 		$48.7K Hold
11,700
– – 0.02% 57
2026
Q1 		$41.1K Hold
11,700
– – 0.02% 54
2025
Q4 		$31.9K Sell
11,700
-4,050
-26% -$9.37K 0.02% 55
2025
Q3 		$34.2K Hold
15,750
– – 0.02% 59
2025
Q2 		$27.1K Hold
15,750
– – 0.02% 52
2025
Q1 		$52.4K Hold
15,750
– – 0.04% 51
2024
Q4 		$117K Buy
+15,750
New +$146K 0.1% 45

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

Arcadia Wealth Management (New York)'s IOVA Position: Q2 2026 in Review

Arcadia Wealth Management (New York) held its Iovance Biotherapeutics (IOVA) position steady in Q2 2026 at 11,700 shares worth $48.7K. The position accounts for 0.02% of the portfolio, ranked #57.

Arcadia Wealth Management (New York) first reported a position in IOVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $117K in Q4 2024. 293 funds tracked by Wall St. Rank hold IOVA as of Q2 2026.

  • Arcadia Wealth Management (New York) held 11,700 shares of Iovance Biotherapeutics worth $48.7K as of Q2 2026.
  • Arcadia Wealth Management (New York) left its Iovance Biotherapeutics share count unchanged in Q2 2026.
  • Iovance Biotherapeutics made up 0.02% of Arcadia Wealth Management (New York)'s portfolio in Q2 2026, its #57 holding.
  • Arcadia Wealth Management (New York) first reported a position in Iovance Biotherapeutics in Q4 2024 and has held it in 7 quarters since.
  • Arcadia Wealth Management (New York)'s Iovance Biotherapeutics position peaked at $117K in Q4 2024.
  • 293 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.