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Farther Finance Advisors’s Iovance Biotherapeutics IOVA Stock Holding History

Farther Finance 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
Q3 		$84.4K Sell
5,694
-1,399
-20% -$10K ﹤0.01% 3004
2026
Q2 		$29.5K Sell
7,093
-4,415
-38% -$16.8K ﹤0.01% 3679
2026
Q1 		$39.7K Buy
11,508
+3,377
+42% +$10.8K ﹤0.01% 3164
2025
Q4 		$22.2K Sell
8,131
-6,491
-44% -$15K ﹤0.01% 3368
2025
Q3 		$31.7K Sell
14,622
-1,614
-10% -$3.81K ﹤0.01% 2730
2025
Q2 		$27.9K Buy
16,236
+531
+3% +$1.32K ﹤0.01% 2465
2025
Q1 		$51K Buy
15,705
+66
+0.4% +$340 ﹤0.01% 1885
2024
Q4 		$116K Buy
15,639
+250
+2% +$2.32K ﹤0.01% 1240
2024
Q3 		$145K Buy
15,389
+9,037
+142% +$85.6K 0.01% 1139
2024
Q2 		$51.2K Buy
6,352
+255
+4% +$2.73K ﹤0.01% 1405
2024
Q1 		$86.5K Buy
6,097
+6,049
+12,602% +$70.4K 0.01% 988
2023
Q4 		$390 Buy
48
+11
+30% +$58 ﹤0.01% 3057
2023
Q3 		$168 Hold
37
– – ﹤0.01% 2486
2023
Q2 		$260 Hold
37
– – ﹤0.01% 2317
2023
Q1 		$226 Buy
+37
New +$255 ﹤0.01% 2182

Other funds holding IOVA

MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
HCG
Haven Capital Group Westlake Village, California $131M AUM 23.95% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Farther Finance Advisors's IOVA Position: Q3 2026 in Review

Farther Finance Advisors reduced its Iovance Biotherapeutics (IOVA) stake by 20% in Q3 2026, selling an estimated $10K and leaving 5,694 shares worth $84.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3004.

Farther Finance Advisors first reported a position in IOVA in Q1 2023 and has held it in 15 quarters since. The position peaked at $145K in Q3 2024. 7 funds tracked by Wall St. Rank hold IOVA as of Q3 2026.

  • Farther Finance Advisors held 5,694 shares of Iovance Biotherapeutics worth $84.4K as of Q3 2026.
  • Farther Finance Advisors sold 1,399 Iovance Biotherapeutics shares in Q3 2026, an estimated $10K.
  • Iovance Biotherapeutics made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3004 holding.
  • Farther Finance Advisors first reported a position in Iovance Biotherapeutics in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's Iovance Biotherapeutics position peaked at $145K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.