Mirador Capital Partners’s Iovance Biotherapeutics IOVA Stock Holding History

Mirador Capital Partners’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	$4.49M	Buy	1,080,288 +7,052	+0.7%	+$26.8K	0.55%	45
2026 Q1	$3.77M	Buy	1,073,236 +38,692	+4%	+$124K	0.53%	45
2025 Q4	$2.82M	Buy	1,034,544 +519,519	+101%	+$1.2M	0.39%	58
2025 Q3	$1.12M	Buy	+515,025	New	+$1.22M	0.16%	95
2022 Q4	–	Sell	-63,479	Closed	-$608K	–	195
2022 Q3	$608K	Sell	63,479 -1,211	-2%	-$14K	0.15%	93
2022 Q2	$714K	Buy	64,690 +21,585	+50%	+$283K	0.17%	93
2022 Q1	$718K	Buy	43,105 +3,039	+8%	+$47K	0.15%	103
2021 Q4	$765K	Buy	40,066 +14,772	+58%	+$325K	0.16%	104
2021 Q3	$624K	Buy	25,294 +1,036	+4%	+$24.4K	0.14%	120
2021 Q2	$631K	Buy	+24,258	New	+$631K	0.14%	119

Other funds holding IOVA

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return