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Shelton Wealth Management’s Iovance Biotherapeutics IOVA Stock Holding History

Shelton 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
Q1 		– Sell
-13,000
Closed -$35.5K – 158
2025
Q4 		$35.5K Hold
13,000
– – 0.02% 158
2025
Q3 		$28.2K Buy
+13,000
New +$30.7K 0.01% 145

Other funds holding IOVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Shelton Wealth Management's IOVA Position: Q1 2026 in Review

Shelton Wealth Management sold out of Iovance Biotherapeutics (IOVA) in Q1 2026, closing a stake of 300 shares — an estimated $819 sold.

Shelton Wealth Management first reported a position in IOVA in Q3 2025 and held it in 2 quarters. The position peaked at $819 in Q4 2025. 285 funds tracked by Wall St. Rank hold IOVA as of Q1 2026.

  • Shelton Wealth Management reported no remaining Iovance Biotherapeutics position as of Q1 2026 after selling out during the quarter.
  • Shelton Wealth Management sold 300 Iovance Biotherapeutics shares in Q1 2026, an estimated $819.
  • Shelton Wealth Management first reported a position in Iovance Biotherapeutics in Q3 2025 and held it in 2 quarters.
  • Shelton Wealth Management's Iovance Biotherapeutics position peaked at $819 in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q1 2026.

Based on Shelton Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.