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Avantax Advisory Services’s Iovance Biotherapeutics IOVA Stock Holding History

Avantax Advisory Services’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
Q2 		$28K Sell
16,299
-2,261
-12% -$5.63K ﹤0.01% 2335
2025
Q1 		$61.8K Buy
18,560
+5,205
+39% +$26.8K ﹤0.01% 2190
2024
Q4 		$98.8K Sell
13,355
-1,804
-12% -$16.7K ﹤0.01% 2124
2024
Q3 		$142K Buy
15,159
+3,750
+33% +$35.5K ﹤0.01% 2043
2024
Q2 		$91.5K Buy
+11,409
New +$122K ﹤0.01% 2016

Other funds holding IOVA

MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avantax Advisory Services's IOVA Position: Q2 2025 in Review

Avantax Advisory Services reduced its Iovance Biotherapeutics (IOVA) stake by 12% in Q2 2025, selling an estimated $5.63K and leaving 16,299 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #2335.

Avantax Advisory Services first reported a position in IOVA in Q2 2024 and has held it in 5 quarters since. The position peaked at $142K in Q3 2024. 255 funds tracked by Wall St. Rank hold IOVA as of Q2 2025.

  • Avantax Advisory Services held 16,299 shares of Iovance Biotherapeutics worth $28K as of Q2 2025.
  • Avantax Advisory Services sold 2,261 Iovance Biotherapeutics shares in Q2 2025, an estimated $5.63K.
  • Iovance Biotherapeutics made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2335 holding.
  • Avantax Advisory Services first reported a position in Iovance Biotherapeutics in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Iovance Biotherapeutics position peaked at $142K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.