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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 $5.72T AUM 30.48% 1-Year Est. Return
MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HB Wealth Management's IOVA Position: Q4 2025 in Review

HB Wealth Management sold out of Iovance Biotherapeutics (IOVA) in Q4 2025, closing a stake of 19,297 shares — an estimated $41.9K sold.

HB Wealth Management first reported a position in IOVA in Q1 2025 and held it in 2 quarters. The position peaked at $51K in Q1 2025. 264 funds tracked by Wall St. Rank hold IOVA as of Q4 2025.

  • HB Wealth Management reported no remaining Iovance Biotherapeutics position as of Q4 2025 after selling out during the quarter.
  • HB Wealth Management sold 19,297 Iovance Biotherapeutics shares in Q4 2025, an estimated $41.9K.
  • HB Wealth Management first reported a position in Iovance Biotherapeutics in Q1 2025 and held it in 2 quarters.
  • HB Wealth Management's Iovance Biotherapeutics position peaked at $51K in Q1 2025.
  • 264 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q4 2025.

Based on HB Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.