CAPTRUST Financial Advisors
IOVA icon

CAPTRUST Financial Advisors’s Iovance Biotherapeutics IOVA Stock Holding History

CAPTRUST Financial 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 		$365K Buy
87,785
+32,628
+59% +$124K ﹤0.01% 2420
2026
Q1 		$194K Buy
55,157
+8,345
+18% +$26.7K ﹤0.01% 2696
2025
Q4 		$128K Buy
46,812
+5,563
+13% +$12.9K ﹤0.01% 2585
2025
Q3 		$89.5K Buy
41,249
+17,481
+74% +$41.3K ﹤0.01% 2520
2025
Q2 		$40.9K Buy
23,768
+645
+3% +$1.6K ﹤0.01% 2446
2025
Q1 		$77K Sell
23,123
-5,615
-20% -$29K ﹤0.01% 2259
2024
Q4 		$213K Sell
28,738
-20,868
-42% -$193K ﹤0.01% 2112
2024
Q3 		$466K Buy
49,606
+24,171
+95% +$229K ﹤0.01% 1609
2024
Q2 		$204K Sell
25,435
-24,589
-49% -$264K ﹤0.01% 2031
2024
Q1 		$741K Buy
50,024
+14,556
+41% +$169K ﹤0.01% 1290
2023
Q4 		$288K Buy
+35,468
New +$186K ﹤0.01% 2137
2022
Q3 		– Sell
-1,474
Closed -$16K – 3038
2022
Q2 		$16K Sell
1,474
-340
-19% -$4.46K ﹤0.01% 3495
2022
Q1 		$30K Buy
1,814
+496
+38% +$7.67K ﹤0.01% 3147
2021
Q4 		$25K Sell
1,318
-81
-6% -$1.78K ﹤0.01% 3139
2021
Q3 		$34K Buy
1,399
+339
+32% +$7.99K ﹤0.01% 2827
2021
Q2 		$28K Buy
1,060
+81
+8% +$2.1K ﹤0.01% 2884
2021
Q1 		$31K Buy
979
+279
+40% +$11.6K ﹤0.01% 2722
2020
Q4 		$32K Hold
700
– – ﹤0.01% 2035
2020
Q3 		$24K Hold
700
– – ﹤0.01% 1894
2020
Q2 		$20K Buy
+700
New +$23K ﹤0.01% 1938

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

CAPTRUST Financial Advisors's IOVA Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Iovance Biotherapeutics (IOVA) stake by 59% in Q2 2026, buying an estimated $124K and bringing the position to 87,785 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #2420.

CAPTRUST Financial Advisors first reported a position in IOVA in Q2 2020 and has held it in 20 quarters since. The position peaked at $741K in Q1 2024. 292 funds tracked by Wall St. Rank hold IOVA as of Q2 2026.

  • CAPTRUST Financial Advisors held 87,785 shares of Iovance Biotherapeutics worth $365K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 32,628 Iovance Biotherapeutics shares in Q2 2026, an estimated $124K.
  • Iovance Biotherapeutics made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2420 holding.
  • CAPTRUST Financial Advisors first reported a position in Iovance Biotherapeutics in Q2 2020 and has held it in 20 quarters since.
  • CAPTRUST Financial Advisors's Iovance Biotherapeutics position peaked at $741K in Q1 2024.
  • 292 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.