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Arkadios Wealth Advisors’s Iovance Biotherapeutics IOVA Stock Holding History

Arkadios 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
Q2 		– Sell
-20,262
Closed -$71.1K – 1823
2026
Q1 		$71.1K Buy
+20,262
New +$64.8K ﹤0.01% 1639
2025
Q4 		– Sell
-20,100
Closed -$43.6K – 1615
2025
Q3 		$43.6K Hold
20,100
– – ﹤0.01% 1439
2025
Q2 		$34.6K Hold
20,100
– – ﹤0.01% 1296
2025
Q1 		$66.9K Sell
20,100
-142
-0.7% -$732 ﹤0.01% 1092
2024
Q4 		$150K Buy
+20,242
New +$188K 0.01% 877

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

Arkadios Wealth Advisors's IOVA Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of Iovance Biotherapeutics (IOVA) in Q2 2026, closing a stake of 20,262 shares — an estimated $71.1K sold.

Arkadios Wealth Advisors first reported a position in IOVA in Q4 2024 and held it in 5 quarters. The position peaked at $150K in Q4 2024. 292 funds tracked by Wall St. Rank hold IOVA as of Q2 2026.

  • Arkadios Wealth Advisors reported no remaining Iovance Biotherapeutics position as of Q2 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 20,262 Iovance Biotherapeutics shares in Q2 2026, an estimated $71.1K.
  • Arkadios Wealth Advisors first reported a position in Iovance Biotherapeutics in Q4 2024 and held it in 5 quarters.
  • Arkadios Wealth Advisors's Iovance Biotherapeutics position peaked at $150K in Q4 2024.
  • 292 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.