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LRI Investments’s Iovance Biotherapeutics IOVA Stock Holding History

LRI Investments’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 		$869 Hold
209
– – ﹤0.01% 1405
2026
Q1 		$734 Buy
+209
New +$668 ﹤0.01% 1344

Other funds holding IOVA

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $155M AUM 17.72% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LRI Investments's IOVA Position: Q2 2026 in Review

LRI Investments held its Iovance Biotherapeutics (IOVA) position steady in Q2 2026 at 209 shares worth $869. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

LRI Investments first reported a position in IOVA in Q1 2026 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold IOVA as of Q2 2026.

  • LRI Investments held 209 shares of Iovance Biotherapeutics worth $869 as of Q2 2026.
  • LRI Investments left its Iovance Biotherapeutics share count unchanged in Q2 2026.
  • Iovance Biotherapeutics made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1405 holding.
  • LRI Investments first reported a position in Iovance Biotherapeutics in Q1 2026 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.