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
2025 Q4	–	Sell	-24,250	Closed	-$53K	–	543
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 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arete Wealth Advisors's IOVA Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Iovance Biotherapeutics (IOVA) in Q4 2025, closing a stake of 24,250 shares — an estimated $53K sold.

Arete Wealth Advisors first reported a position in IOVA in Q2 2023 and held it in 10 quarters. The position peaked at $1.76M in Q4 2023. 263 funds tracked by Wall St. Rank hold IOVA as of Q4 2025.

Arete Wealth Advisors reported no remaining Iovance Biotherapeutics position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 24,250 Iovance Biotherapeutics shares in Q4 2025, an estimated $53K.
Arete Wealth Advisors first reported a position in Iovance Biotherapeutics in Q2 2023 and held it in 10 quarters.
Arete Wealth Advisors's Iovance Biotherapeutics position peaked at $1.76M in Q4 2023.
263 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.