Creative Planning’s Iovance Biotherapeutics IOVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.17M | Buy |
281,710
+76,159
| +37% | +$289K | ﹤0.01% | 2512 |
|
|
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
MFM
PAI
Creative Planning's IOVA Position: Q2 2026 in Review
Creative Planning increased its Iovance Biotherapeutics (IOVA) stake by 37% in Q2 2026, buying an estimated $289K and bringing the position to 281,710 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2512.
Creative Planning first reported a position in IOVA in Q2 2015 and has held it in 27 quarters since. 293 funds tracked by Wall St. Rank hold IOVA as of Q2 2026.
- Creative Planning held 281,710 shares of Iovance Biotherapeutics worth $1.17M as of Q2 2026.
- Creative Planning bought 76,159 Iovance Biotherapeutics shares in Q2 2026, an estimated $289K.
- Iovance Biotherapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2512 holding.
- Creative Planning first reported a position in Iovance Biotherapeutics in Q2 2015 and has held it in 27 quarters since.
- 293 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.