Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Iovance Biotherapeutics IOVA Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$173K Buy
49,353
+45,679
+1,243% +$146K ﹤0.01% 2845
2025
Q4 		$10K Sell
3,674
-810
-18% -$1.87K ﹤0.01% 4547
2025
Q3 		$10K Buy
4,484
+129
+3% +$305 ﹤0.01% 4476
2025
Q2 		$7K Sell
4,355
-1,337
-23% -$3.33K ﹤0.01% 4453
2025
Q1 		$19K Buy
5,692
+5,011
+736% +$25.8K ﹤0.01% 3711
2024
Q4 		$5K Sell
681
-40
-6% -$371 ﹤0.01% 4209
2024
Q3 		$7K Buy
721
+139
+24% +$1.32K ﹤0.01% 3947
2024
Q2 		$5K Buy
582
+18
+3% +$193 ﹤0.01% 3874
2024
Q1 		$8K Buy
564
+4
+0.7% +$47 ﹤0.01% 3457
2023
Q4 		$5K Buy
560
+423
+309% +$2.21K ﹤0.01% 3515
2023
Q3 		$1K Sell
137
-58
-30% -$379 ﹤0.01% 4003
2023
Q2 		$1K Buy
195
+108
+124% +$773 ﹤0.01% 3978
2023
Q1 		$1K Buy
87
+32
+58% +$221 ﹤0.01% 3854
2022
Q4 		$0 Sell
55
-1,115
-95% -$8.71K ﹤0.01% 4104
2022
Q3 		$11K Sell
1,170
-485
-29% -$5.59K ﹤0.01% 2629
2022
Q2 		$18K Buy
1,655
+1,638
+9,635% +$21.5K ﹤0.01% 2188
2022
Q1 		$0 Buy
17
+5
+42% +$77 ﹤0.01% 3680
2021
Q4 		$0 Buy
+12
New +$264 ﹤0.01% 3562

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 $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IOVA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Iovance Biotherapeutics (IOVA) stake by 1,243% in Q1 2026, buying an estimated $146K and bringing the position to 49,353 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #2845.

Carson Wealth (CWM LLC) first reported a position in IOVA in Q4 2021 and has held it in 18 quarters since. 285 funds tracked by Wall St. Rank hold IOVA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 49,353 shares of Iovance Biotherapeutics worth $173K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 45,679 Iovance Biotherapeutics shares in Q1 2026, an estimated $146K.
  • Iovance Biotherapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2845 holding.
  • Carson Wealth (CWM LLC) first reported a position in Iovance Biotherapeutics in Q4 2021 and has held it in 18 quarters since.
  • 285 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.