EWA
IOVA icon

EverSource Wealth Advisors’s Iovance Biotherapeutics IOVA Stock Holding History

EverSource Wealth 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 		$17K Buy
4,084
+2,026
+98% +$7.7K ﹤0.01% 2567
2026
Q1 		$7.22K Buy
2,058
+1,526
+287% +$4.88K ﹤0.01% 3087
2025
Q4 		$1.45K Sell
532
-5
-0.9% -$12 ﹤0.01% 3605
2025
Q3 		$1.17K Sell
537
-117
-18% -$276 ﹤0.01% 3720
2025
Q2 		$1.13K Buy
654
+150
+30% +$373 ﹤0.01% 3701
2025
Q1 		$1.68K Buy
504
+367
+268% +$1.89K ﹤0.01% 3004
2024
Q4 		$1.01K Sell
137
-4,222
-97% -$39.1K ﹤0.01% 2959
2024
Q3 		$40.9K Sell
4,359
-2,250
-34% -$21.3K ﹤0.01% 1145
2024
Q2 		$57.7K Buy
+6,609
New +$70.8K ﹤0.01% 1024
2023
Q3 		– Sell
-228
Closed -$1.6K – 2581
2023
Q2 		$1.6K Buy
+228
New +$1.63K ﹤0.01% 2089

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
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

EverSource Wealth Advisors's IOVA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Iovance Biotherapeutics (IOVA) stake by 98% in Q2 2026, buying an estimated $7.7K and bringing the position to 4,084 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2567.

EverSource Wealth Advisors first reported a position in IOVA in Q2 2023 and has held it in 10 quarters since. The position peaked at $57.7K in Q2 2024. 292 funds tracked by Wall St. Rank hold IOVA as of Q2 2026.

  • EverSource Wealth Advisors held 4,084 shares of Iovance Biotherapeutics worth $17K as of Q2 2026.
  • EverSource Wealth Advisors bought 2,026 Iovance Biotherapeutics shares in Q2 2026, an estimated $7.7K.
  • Iovance Biotherapeutics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2567 holding.
  • EverSource Wealth Advisors first reported a position in Iovance Biotherapeutics in Q2 2023 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Iovance Biotherapeutics position peaked at $57.7K in Q2 2024.
  • 292 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.