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Beacon Financial Advisory’s Iovance Biotherapeutics IOVA Stock Holding History

Beacon Financial Advisory’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
-15,625
Closed -$54.8K – 427
2026
Q1 		$54.8K Sell
15,625
-570
-4% -$1.82K 0.01% 401
2025
Q4 		$44.2K Sell
16,195
-4,040
-20% -$9.35K 0.01% 370
2025
Q3 		$43.9K Sell
20,235
-1,095
-5% -$2.59K 0.01% 382
2025
Q2 		$36.7K Sell
21,330
-95
-0.4% -$236 0.01% 352
2025
Q1 		$71.3K Buy
21,425
+865
+4% +$4.46K 0.02% 328
2024
Q4 		$152K Sell
20,560
-560
-3% -$5.19K 0.05% 291
2024
Q3 		$198K Buy
21,120
+6,320
+43% +$59.9K 0.07% 287
2024
Q2 		$119K Buy
+14,800
New +$159K 0.04% 283

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

Beacon Financial Advisory's IOVA Position: Q2 2026 in Review

Beacon Financial Advisory sold out of Iovance Biotherapeutics (IOVA) in Q2 2026, closing a stake of 15,625 shares — an estimated $54.8K sold.

Beacon Financial Advisory first reported a position in IOVA in Q2 2024 and held it in 8 quarters. The position peaked at $198K in Q3 2024. 292 funds tracked by Wall St. Rank hold IOVA as of Q2 2026.

  • Beacon Financial Advisory reported no remaining Iovance Biotherapeutics position as of Q2 2026 after selling out during the quarter.
  • Beacon Financial Advisory sold 15,625 Iovance Biotherapeutics shares in Q2 2026, an estimated $54.8K.
  • Beacon Financial Advisory first reported a position in Iovance Biotherapeutics in Q2 2024 and held it in 8 quarters.
  • Beacon Financial Advisory's Iovance Biotherapeutics position peaked at $198K in Q3 2024.
  • 292 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.