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Arete Wealth Advisors’s Iovance Biotherapeutics IOVA Stock Holding History

Arete Wealth Advisors’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
Q1 		– Sell
-18,700
Closed -$51K – 512
2025
Q4 		$51K Sell
18,700
-5,550
-23% -$12.8K ﹤0.01% 753
2025
Q3 		$53K Sell
24,250
-1,250
-5% -$2.95K ﹤0.01% 755
2025
Q2 		$44K Sell
25,500
-250
-1% -$622 ﹤0.01% 711
2025
Q1 		$86K Hold
25,750
– – 0.01% 696
2024
Q4 		$191K Sell
25,750
-8,850
-26% -$82K 0.01% 704
2024
Q3 		$325K Sell
34,600
-28,800
-45% -$273K 0.03% 492
2024
Q2 		$508K Sell
63,400
-5,100
-7% -$54.7K 0.04% 386
2024
Q1 		$1.02M Sell
68,500
-147,750
-68% -$1.72M 0.09% 207
2023
Q4 		$1.76M Buy
216,250
+183,250
+555% +$959K 0.13% 162
2023
Q3 		$150K Buy
33,000
+20,100
+156% +$131K 0.03% 454
2023
Q2 		$91K Buy
+12,900
New +$92.3K 0.01% 633

Other funds holding IOVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Arete Wealth Advisors's IOVA Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Iovance Biotherapeutics (IOVA) in Q1 2026, closing a stake of 18,700 shares — an estimated $51K sold.

Arete Wealth Advisors first reported a position in IOVA in Q2 2023 and held it in 11 quarters. The position peaked at $1.76M in Q4 2023. 285 funds tracked by Wall St. Rank hold IOVA as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Iovance Biotherapeutics position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 18,700 Iovance Biotherapeutics shares in Q1 2026, an estimated $51K.
  • Arete Wealth Advisors first reported a position in Iovance Biotherapeutics in Q2 2023 and held it in 11 quarters.
  • Arete Wealth Advisors's Iovance Biotherapeutics position peaked at $1.76M in Q4 2023.
  • 285 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.