Clearstead Advisors’s Iovance Biotherapeutics IOVA Stock Holding History

Clearstead 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	$84.7K	Buy	20,368 +368	+2%	+$1.4K	﹤0.01%	1343
2026 Q1	$70.2K	Hold	20,000	–	–	﹤0.01%	1222
2025 Q4	$54.6K	Hold	20,000	–	–	﹤0.01%	1372
2025 Q3	$43.4K	Hold	20,000	–	–	﹤0.01%	1326
2025 Q2	$34.4K	Hold	20,000	–	–	﹤0.01%	1410
2025 Q1	$66.6K	Sell	20,000 -609	-3%	-$3.14K	﹤0.01%	1098
2024 Q4	$153K	Buy	20,609 +279	+1%	+$2.59K	﹤0.01%	922
2024 Q3	$191K	Buy	20,330 +114	+0.6%	+$1.08K	﹤0.01%	870
2024 Q2	$162K	Buy	20,216 +20,000	+9,259%	+$214K	﹤0.01%	882
2024 Q1	$2.35K	Buy	+216	New	+$2.51K	﹤0.01%	1290
2023 Q2	–	Sell	-50	Closed	-$306	–	1410
2023 Q1	$306	Hold	50	–	–	﹤0.01%	1330
2022 Q4	$320	Hold	50	–	–	﹤0.01%	1259
2022 Q3	$0	Hold	50	–	–	﹤0.01%	1301
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	1191
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	1296
2021 Q4	$1K	Hold	50	–	–	﹤0.01%	1186
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	1214
2021 Q2	$1K	Hold	50	–	–	﹤0.01%	1157
2021 Q1	$2K	Buy	+50	New	+$2.07K	﹤0.01%	965

Other funds holding IOVA

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Clearstead Advisors's IOVA Position: Q2 2026 in Review

Clearstead Advisors increased its Iovance Biotherapeutics (IOVA) stake by 1.8% in Q2 2026, buying an estimated $1.4K and bringing the position to 20,368 shares worth $84.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Clearstead Advisors first reported a position in IOVA in Q1 2021 and has held it in 19 quarters since. The position peaked at $191K in Q3 2024. 292 funds tracked by Wall St. Rank hold IOVA as of Q2 2026.

Clearstead Advisors held 20,368 shares of Iovance Biotherapeutics worth $84.7K as of Q2 2026.
Clearstead Advisors bought 368 Iovance Biotherapeutics shares in Q2 2026, an estimated $1.4K.
Iovance Biotherapeutics made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1343 holding.
Clearstead Advisors first reported a position in Iovance Biotherapeutics in Q1 2021 and has held it in 19 quarters since.
Clearstead Advisors's Iovance Biotherapeutics position peaked at $191K in Q3 2024.
292 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.