Grimes & Company
IOVA icon

Grimes & Company’s Iovance Biotherapeutics IOVA Stock Holding History

Grimes & Company’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 		$561K Hold
37,842
– – 0.01% 310
2026
Q2 		$157K Buy
37,842
+9,663
+34% +$36.7K ﹤0.01% 440
2026
Q1 		$98.9K Sell
28,179
-1,159
-4% -$3.71K ﹤0.01% 426
2025
Q4 		$80.1K Sell
29,338
-14,007
-32% -$32.4K ﹤0.01% 456
2025
Q3 		$94.1K Buy
43,345
+5,506
+15% +$13K ﹤0.01% 446
2025
Q2 		$65.1K Buy
37,839
+5,672
+18% +$14.1K ﹤0.01% 410
2025
Q1 		$107K Sell
32,167
-1,458
-4% -$7.52K ﹤0.01% 361
2024
Q4 		$249K Hold
33,625
– – 0.01% 336
2024
Q3 		$316K Buy
33,625
+250
+0.7% +$2.37K 0.01% 282
2024
Q2 		$268K Buy
33,375
+4,125
+14% +$44.2K 0.01% 285
2024
Q1 		$433K Sell
29,250
-5,748
-16% -$66.9K 0.01% 239
2023
Q4 		$285K Buy
34,998
+20,227
+137% +$106K 0.01% 263
2023
Q3 		$67.2K Sell
14,771
-462
-3% -$3.02K ﹤0.01% 292
2023
Q2 		$107K Buy
+15,233
New +$109K ﹤0.01% 297

Other funds holding IOVA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Grimes & Company's IOVA Position: Q3 2026 in Review

Grimes & Company held its Iovance Biotherapeutics (IOVA) position steady in Q3 2026 at 37,842 shares worth $561K. The position accounts for 0.01% of the portfolio, ranked #310.

Grimes & Company first reported a position in IOVA in Q2 2023 and has held it in 14 quarters since. 253 funds tracked by Wall St. Rank hold IOVA as of Q3 2026.

  • Grimes & Company held 37,842 shares of Iovance Biotherapeutics worth $561K as of Q3 2026.
  • Grimes & Company left its Iovance Biotherapeutics share count unchanged in Q3 2026.
  • Iovance Biotherapeutics made up 0.01% of Grimes & Company's portfolio in Q3 2026, its #310 holding.
  • Grimes & Company first reported a position in Iovance Biotherapeutics in Q2 2023 and has held it in 14 quarters since.
  • 253 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q3 2026.

Based on Grimes & Company's 13F filing for Q3 2026, filed 29 Oct 2026.