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HB Wealth Management’s Iovance Biotherapeutics IOVA Stock Holding History

HB Wealth Management’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
2025
Q4 		– Sell
-2,000
Closed -$4.34K – 1429
2025
Q3 		$4.34K Buy
+2,000
New +$4.72K ﹤0.01% 1341
2025
Q2 		– Sell
-2,000
Closed -$6.66K – 1231
2025
Q1 		$6.66K Buy
+2,000
New +$10.3K ﹤0.01% 1219

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 $3.38T AUM 44.17% 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

HB Wealth Management's IOVA Position: Q2 2026 in Review

HB Wealth Management opened a new position in Iovance Biotherapeutics (IOVA) in Q2 2026: 13,461 shares worth $56K. The stake represents ﹤0.01% of the portfolio and ranks #1675 among its holdings. This is a return to the name: HB Wealth Management previously reported a position in IOVA as recently as Q3 2025.

HB Wealth Management first reported a position in IOVA in Q1 2025 and has held it in 3 quarters since. 293 funds tracked by Wall St. Rank hold IOVA as of Q2 2026.

  • HB Wealth Management held 13,461 shares of Iovance Biotherapeutics worth $56K as of Q2 2026.
  • Iovance Biotherapeutics was a new HB Wealth Management position in Q2 2026.
  • Iovance Biotherapeutics made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1675 holding.
  • HB Wealth Management first reported a position in Iovance Biotherapeutics in Q1 2025 and has held it in 3 quarters since.
  • 293 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.