Carson Wealth (CWM LLC)
IOVA icon

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 		$14.5K Buy
+10,000
New +$32K ﹤0.01% 4613

Other funds holding IOVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

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.