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Smallwood Wealth Investment Management’s Iovance Biotherapeutics IOVA Stock Holding History

Smallwood Wealth Investment 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
Q2 		$37 Hold
9
– – ﹤0.01% 513
2026
Q1 		$31 Hold
9
– – ﹤0.01% 508
2025
Q4 		$24 Hold
9
– – ﹤0.01% 506
2025
Q3 		$19 Hold
9
– – ﹤0.01% 520
2025
Q2 		$15 Hold
9
– – ﹤0.01% 559
2025
Q1 		$29 Buy
+9
New +$46 ﹤0.01% 494

Other funds holding IOVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MFM
MHR Fund Management New York $1.92B AUM 119.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

Smallwood Wealth Investment Management's IOVA Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Iovance Biotherapeutics (IOVA) position steady in Q2 2026 at 9 shares worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Smallwood Wealth Investment Management first reported a position in IOVA in Q1 2025 and has held it in 6 quarters since. 292 funds tracked by Wall St. Rank hold IOVA as of Q2 2026.

  • Smallwood Wealth Investment Management held 9 shares of Iovance Biotherapeutics worth $37 as of Q2 2026.
  • Smallwood Wealth Investment Management left its Iovance Biotherapeutics share count unchanged in Q2 2026.
  • Iovance Biotherapeutics made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #513 holding.
  • Smallwood Wealth Investment Management first reported a position in Iovance Biotherapeutics in Q1 2025 and has held it in 6 quarters since.
  • 292 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.