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Hennion & Walsh Asset Management’s Iovance Biotherapeutics IOVA Stock Holding History

Hennion & Walsh Asset 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
2026
Q2 		$3.41M Buy
818,913
+409,449
+100% +$1.56M 0.1% 260
2026
Q1 		$1.44M Sell
409,464
-742
-0.2% -$2.37K 0.05% 428
2025
Q4 		$1.12M Sell
410,206
-134,147
-25% -$310K 0.04% 490
2025
Q3 		$1.18M Buy
544,353
+45,101
+9% +$106K 0.04% 475
2025
Q2 		$859K Buy
499,252
+132,477
+36% +$330K 0.03% 527
2025
Q1 		$1.22M Buy
366,775
+30,794
+9% +$159K 0.05% 427
2024
Q4 		$2.49M Sell
335,981
-15,468
-4% -$143K 0.11% 232
2024
Q3 		$3.3M Sell
351,449
-16,703
-5% -$158K 0.15% 172
2024
Q2 		$2.95M Sell
368,152
-39,277
-10% -$421K 0.15% 169
2024
Q1 		$6.04M Buy
407,429
+121,395
+42% +$1.41M 0.32% 58
2023
Q4 		$2.33M Buy
286,034
+105,539
+58% +$552K 0.13% 224
2023
Q3 		$821K Sell
180,495
-1,036
-0.6% -$6.76K 0.05% 407
2023
Q2 		$1.28M Buy
181,531
+1,043
+0.6% +$7.46K 0.08% 325
2023
Q1 		$1.1M Buy
180,488
+10,982
+6% +$75.8K 0.07% 341
2022
Q4 		$1.08M Buy
169,506
+77,253
+84% +$603K 0.07% 321
2022
Q3 		$884K Buy
92,253
+8,233
+10% +$94.9K 0.06% 359
2022
Q2 		$928K Buy
84,020
+35,303
+72% +$463K 0.06% 328
2022
Q1 		$811K Buy
48,717
+19,235
+65% +$297K 0.04% 394
2021
Q4 		$563K Buy
+29,482
New +$649K 0.03% 515

Other funds holding IOVA

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Hennion & Walsh Asset Management's IOVA Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Iovance Biotherapeutics (IOVA) stake by 100% in Q2 2026, buying an estimated $1.56M and bringing the position to 818,913 shares worth $3.41M. The position accounts for 0.1% of the portfolio, ranked #260.

Hennion & Walsh Asset Management first reported a position in IOVA in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.04M in Q1 2024. 19 funds tracked by Wall St. Rank hold IOVA as of Q2 2026.

  • Hennion & Walsh Asset Management held 818,913 shares of Iovance Biotherapeutics worth $3.41M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 409,449 Iovance Biotherapeutics shares in Q2 2026, an estimated $1.56M.
  • Iovance Biotherapeutics made up 0.1% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #260 holding.
  • Hennion & Walsh Asset Management first reported a position in Iovance Biotherapeutics in Q4 2021 and has held it in 19 quarters since.
  • Hennion & Walsh Asset Management's Iovance Biotherapeutics position peaked at $6.04M in Q1 2024.
  • 19 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.