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Root Financial Partners’s Iovance Biotherapeutics IOVA Stock Holding History

Root Financial 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 		– Sell
-57
Closed -$200 – 1781
2026
Q1 		$200 Buy
+57
New +$182 ﹤0.01% 3156

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PAI
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Root Financial Partners's IOVA Position: Q2 2026 in Review

Root Financial Partners sold out of Iovance Biotherapeutics (IOVA) in Q2 2026, closing a stake of 57 shares — an estimated $200 sold.

Root Financial Partners first reported a position in IOVA in Q1 2026 and held it in 1 quarter. The position peaked at $200 in Q1 2026. 293 funds tracked by Wall St. Rank hold IOVA as of Q2 2026.

  • Root Financial Partners reported no remaining Iovance Biotherapeutics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 57 Iovance Biotherapeutics shares in Q2 2026, an estimated $200.
  • Root Financial Partners first reported a position in Iovance Biotherapeutics in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Iovance Biotherapeutics position peaked at $200 in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.