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Calton & Associates’s Iovance Biotherapeutics IOVA Stock Holding History

Calton & Associates’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
-12,781
Closed -$44.9K – 450
2026
Q1 		$44.9K Buy
12,781
+1,575
+14% +$5.04K 0.01% 434
2025
Q4 		$30.6K Buy
11,206
+1,072
+11% +$2.48K ﹤0.01% 445
2025
Q3 		$22K Buy
10,134
+71
+0.7% +$168 ﹤0.01% 423
2025
Q2 		$17.3K Buy
+10,063
New +$25K ﹤0.01% 384
2024
Q1 		– Sell
-12,090
Closed -$98.3K – 221
2023
Q4 		$98.3K Buy
+12,090
New +$63.3K 0.04% 237
2021
Q1 		– Sell
-4,500
Closed -$209K – 416
2020
Q4 		$209K Buy
+4,500
New +$179K 0.04% 360

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

Calton & Associates's IOVA Position: Q2 2026 in Review

Calton & Associates sold out of Iovance Biotherapeutics (IOVA) in Q2 2026, closing a stake of 12,781 shares — an estimated $44.9K sold.

Calton & Associates first reported a position in IOVA in Q4 2020 and held it in 6 quarters. The position peaked at $209K in Q4 2020. 292 funds tracked by Wall St. Rank hold IOVA as of Q2 2026.

  • Calton & Associates reported no remaining Iovance Biotherapeutics position as of Q2 2026 after selling out during the quarter.
  • Calton & Associates sold 12,781 Iovance Biotherapeutics shares in Q2 2026, an estimated $44.9K.
  • Calton & Associates first reported a position in Iovance Biotherapeutics in Q4 2020 and held it in 6 quarters.
  • Calton & Associates's Iovance Biotherapeutics position peaked at $209K in Q4 2020.
  • 292 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.