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 Q3	$876K	Buy	+59,143	New	+$423K	0.67%	25
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

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Haven Capital Group's IOVA Position: Q3 2026 in Review

Haven Capital Group opened a new position in Iovance Biotherapeutics (IOVA) in Q3 2026: 59,143 shares worth $876K. The stake represents 0.67% of the portfolio and ranks #25 among its holdings. This is a return to the name: Haven Capital Group previously reported a position in IOVA as recently as Q1 2026.

Haven Capital Group first reported a position in IOVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $921K in Q4 2024. 13 funds tracked by Wall St. Rank hold IOVA as of Q3 2026.

Haven Capital Group held 59,143 shares of Iovance Biotherapeutics worth $876K as of Q3 2026.
Iovance Biotherapeutics was a new Haven Capital Group position in Q3 2026.
Iovance Biotherapeutics made up 0.67% of Haven Capital Group's portfolio in Q3 2026, its #25 holding.
Haven Capital Group first reported a position in Iovance Biotherapeutics in Q4 2024 and has held it in 7 quarters since.
Haven Capital Group's Iovance Biotherapeutics position peaked at $921K in Q4 2024.
13 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q3 2026.

Based on Haven Capital Group's 13F filing for Q3 2026, filed 13 Oct 2026.