Creative Planning
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Creative Planning’s Iovance Biotherapeutics IOVA Stock Holding History

Creative Planning’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 		$721K Buy
205,551
+46,898
+30% +$150K ﹤0.01% 2737
2025
Q4 		$433K Buy
158,653
+59,425
+60% +$137K ﹤0.01% 2960
2025
Q3 		$215K Buy
99,228
+23,234
+31% +$54.9K ﹤0.01% 3418
2025
Q2 		$131K Buy
75,994
+10,806
+17% +$26.9K ﹤0.01% 3371
2025
Q1 		$217K Buy
65,188
+1,808
+3% +$9.32K ﹤0.01% 2995
2024
Q4 		$469K Sell
63,380
-10,109
-14% -$93.7K ﹤0.01% 2286
2024
Q3 		$690K Buy
73,489
+1,896
+3% +$18K ﹤0.01% 1828
2024
Q2 		$574K Sell
71,593
-5,470
-7% -$58.6K ﹤0.01% 1834
2024
Q1 		$1.14M Buy
77,063
+40,365
+110% +$470K ﹤0.01% 1252
2023
Q4 		$298K Buy
36,698
+21,433
+140% +$112K ﹤0.01% 2093
2023
Q3 		$69.5K Buy
+15,265
New +$99.7K ﹤0.01% 2445
2021
Q2 		– Sell
-6,554
Closed -$207K – 2321
2021
Q1 		$207K Buy
6,554
+2,125
+48% +$88.1K ﹤0.01% 2069
2020
Q4 		$206K Buy
+4,429
New +$176K ﹤0.01% 1889
2019
Q2 		– Sell
-20,000
Closed -$190K – 2062
2019
Q1 		$190K Hold
20,000
– – ﹤0.01% 1604
2018
Q4 		$177K Hold
20,000
– – ﹤0.01% 1529
2018
Q3 		$225K Buy
20,000
+350
+2% +$4.97K ﹤0.01% 1596
2018
Q2 		$252K Buy
19,650
+8,145
+71% +$119K ﹤0.01% 1476
2018
Q1 		$194K Buy
+11,505
New +$174K ﹤0.01% 1622
2017
Q3 		– Sell
-1,000
Closed -$7K – 2775
2017
Q2 		$7K Hold
1,000
– – ﹤0.01% 3824
2017
Q1 		$7K Hold
1,000
– – ﹤0.01% 3796
2016
Q4 		$7K Hold
1,000
– – ﹤0.01% 3768
2016
Q3 		$8K Hold
1,000
– – ﹤0.01% 3648
2016
Q2 		$8K Buy
1,000
+350
+54% +$2.2K ﹤0.01% 3385
2016
Q1 		$3K Hold
650
– – ﹤0.01% 3808
2015
Q4 		$5K Buy
+650
New +$4.51K ﹤0.01% 3672
2015
Q3 		– Sell
-15,000
Closed -$138K – 4326
2015
Q2 		$138K Buy
+15,000
New +$167K ﹤0.01% 943

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

Creative Planning's IOVA Position: Q1 2026 in Review

Creative Planning increased its Iovance Biotherapeutics (IOVA) stake by 30% in Q1 2026, buying an estimated $150K and bringing the position to 205,551 shares worth $721K. The position accounts for ﹤0.01% of the portfolio, ranked #2737.

Creative Planning first reported a position in IOVA in Q2 2015 and has held it in 26 quarters since. The position peaked at $1.14M in Q1 2024. 285 funds tracked by Wall St. Rank hold IOVA as of Q1 2026.

  • Creative Planning held 205,551 shares of Iovance Biotherapeutics worth $721K as of Q1 2026.
  • Creative Planning bought 46,898 Iovance Biotherapeutics shares in Q1 2026, an estimated $150K.
  • Iovance Biotherapeutics made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2737 holding.
  • Creative Planning first reported a position in Iovance Biotherapeutics in Q2 2015 and has held it in 26 quarters since.
  • Creative Planning's Iovance Biotherapeutics position peaked at $1.14M in Q1 2024.
  • 285 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.