B. Riley Wealth Advisors’s Iovance Biotherapeutics IOVA Stock Holding History

B. Riley 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	$215K	Buy	51,000 +3,000	+6%	+$11.4K	0.01%	748
2026 Q1	$159K	Hold	48,000	–	–	0.01%	748
2025 Q4	$131K	Buy	48,000 +6,000	+14%	+$13.9K	0.01%	913
2025 Q3	$91.1K	Sell	42,000 -1,500	-3%	-$3.54K	﹤0.01%	961
2025 Q2	$74.8K	Buy	+43,500	New	+$108K	﹤0.01%	973
2024 Q4	$144K	Buy	19,442 +5,500	+39%	+$51K	﹤0.01%	1075
2024 Q3	$135K	Buy	13,942 +646	+5%	+$6.12K	﹤0.01%	1186
2024 Q2	$107K	Buy	+13,296	New	+$142K	﹤0.01%	1309

Other funds holding IOVA

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

B. Riley Wealth Advisors's IOVA Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Iovance Biotherapeutics (IOVA) stake by 6.3% in Q2 2026, buying an estimated $11.4K and bringing the position to 51,000 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #748.

B. Riley Wealth Advisors first reported a position in IOVA in Q2 2024 and has held it in 8 quarters since. 22 funds tracked by Wall St. Rank hold IOVA as of Q2 2026.

B. Riley Wealth Advisors held 51,000 shares of Iovance Biotherapeutics worth $215K as of Q2 2026.
B. Riley Wealth Advisors bought 3,000 Iovance Biotherapeutics shares in Q2 2026, an estimated $11.4K.
Iovance Biotherapeutics made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #748 holding.
B. Riley Wealth Advisors first reported a position in Iovance Biotherapeutics in Q2 2024 and has held it in 8 quarters since.
22 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.