RMG Wealth Management
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RMG Wealth Management’s Iovance Biotherapeutics IOVA Stock Holding History

RMG 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
2026
Q3 		– Sell
-200
Closed -$1.35K – 562
2026
Q2 		$1.35K Buy
+200
New +$760 ﹤0.01% 471

Other funds holding IOVA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
C WorldWide Group
C WorldWide Group Copenhagen, Denmark $3.96B AUM 10.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

RMG Wealth Management's IOVA Position: Q3 2026 in Review

RMG Wealth Management sold out of Iovance Biotherapeutics (IOVA) in Q3 2026, closing a stake of 200 shares — an estimated $1.35K sold.

RMG Wealth Management first reported a position in IOVA in Q2 2026 and held it in 1 quarter. The position peaked at $1.35K in Q2 2026. 137 funds tracked by Wall St. Rank hold IOVA as of Q3 2026.

  • RMG Wealth Management reported no remaining Iovance Biotherapeutics position as of Q3 2026 after selling out during the quarter.
  • RMG Wealth Management sold 200 Iovance Biotherapeutics shares in Q3 2026, an estimated $1.35K.
  • RMG Wealth Management first reported a position in Iovance Biotherapeutics in Q2 2026 and held it in 1 quarter.
  • RMG Wealth Management's Iovance Biotherapeutics position peaked at $1.35K in Q2 2026.
  • 137 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.