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Diversify Wealth Management’s Iovance Biotherapeutics IOVA Stock Holding History

Diversify Wealth Management’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 		– Sell
-40,000
Closed -$94K – 1182
2025
Q4 		$94K Hold
40,000
– – ﹤0.01% 612
2025
Q3 		$78K Buy
40,000
+20,000
+100% +$47.2K ﹤0.01% 533
2025
Q2 		$44.6K Buy
+20,000
New +$49.8K ﹤0.01% 532

Other funds holding IOVA

BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 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 $1.67B AUM 1.43% 1-Year Est. Return

Diversify Wealth Management's IOVA Position: Q1 2026 in Review

Diversify Wealth Management sold out of Iovance Biotherapeutics (IOVA) in Q1 2026, closing a stake of 40,000 shares — an estimated $94K sold.

Diversify Wealth Management first reported a position in IOVA in Q2 2025 and held it in 3 quarters. The position peaked at $94K in Q4 2025. 286 funds tracked by Wall St. Rank hold IOVA as of Q1 2026.

  • Diversify Wealth Management reported no remaining Iovance Biotherapeutics position as of Q1 2026 after selling out during the quarter.
  • Diversify Wealth Management sold 40,000 Iovance Biotherapeutics shares in Q1 2026, an estimated $94K.
  • Diversify Wealth Management first reported a position in Iovance Biotherapeutics in Q2 2025 and held it in 3 quarters.
  • Diversify Wealth Management's Iovance Biotherapeutics position peaked at $94K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.