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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
2018
Q1 		– Sell
-10
Closed -$7K – 805
2017
Q4 		$7K Buy
+10
New +$80 ﹤0.01% 1165

Other funds holding IOVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Calton & Associates's IOVA Position: Q1 2026 in Review

Calton & Associates increased its Iovance Biotherapeutics (IOVA) stake by 14% in Q1 2026, buying an estimated $5.04K and bringing the position to 12,781 shares worth $44.9K. The position accounts for 0.01% of the portfolio, ranked #434.

Calton & Associates first reported a position in IOVA in Q4 2020 and has held it in 6 quarters since. The position peaked at $209K in Q4 2020. 285 funds tracked by Wall St. Rank hold IOVA as of Q1 2026.

  • Calton & Associates held 12,781 shares of Iovance Biotherapeutics worth $44.9K as of Q1 2026.
  • Calton & Associates bought 1,575 Iovance Biotherapeutics shares in Q1 2026, an estimated $5.04K.
  • Iovance Biotherapeutics made up 0.01% of Calton & Associates's portfolio in Q1 2026, its #434 holding.
  • Calton & Associates first reported a position in Iovance Biotherapeutics in Q4 2020 and has held it in 6 quarters since.
  • Calton & Associates's Iovance Biotherapeutics position peaked at $209K in Q4 2020.
  • 285 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.