Haven Capital Group’s Iovance Biotherapeutics IOVA Stock Holding History

Haven Capital Group’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	–	Sell	-59,143	Closed	-$208K	–	38
2026 Q1	$208K	Hold	59,143	–	–	0.19%	36
2025 Q4	$161K	Sell	59,143 -16,361	-22%	-$37.9K	0.15%	34
2025 Q3	$164K	Sell	75,504 -31,008	-29%	-$73.2K	0.15%	37
2025 Q2	$183K	Sell	106,512 -15,399	-13%	-$38.3K	0.16%	41
2025 Q1	$406K	Sell	121,911 -2,538	-2%	-$13.1K	0.45%	28
2024 Q4	$921K	Buy	+124,449	New	+$1.15M	0.87%	22

Other funds holding IOVA

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return