Root Financial Partners
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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
Q3 		$43.6K Buy
+2,941
New +$21K ﹤0.01% 1155
2026
Q2 		– Sell
-57
Closed -$200 – 1781
2026
Q1 		$200 Buy
+57
New +$182 ﹤0.01% 3156

Other funds holding IOVA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Root Financial Partners's IOVA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Iovance Biotherapeutics (IOVA) in Q3 2026: 2,941 shares worth $43.6K. The stake represents ﹤0.01% of the portfolio and ranks #1155 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IOVA as recently as Q1 2026.

Root Financial Partners first reported a position in IOVA in Q1 2026 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold IOVA as of Q3 2026.

  • Root Financial Partners held 2,941 shares of Iovance Biotherapeutics worth $43.6K as of Q3 2026.
  • Iovance Biotherapeutics was a new Root Financial Partners position in Q3 2026.
  • Iovance Biotherapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1155 holding.
  • Root Financial Partners first reported a position in Iovance Biotherapeutics in Q1 2026 and has held it in 2 quarters since.
  • 253 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.