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Traphagen Investment Advisors’s Iovance Biotherapeutics IOVA Stock Holding History

Traphagen Investment Advisors’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 		$162K Hold
38,962
– – 0.01% 210
2026
Q1 		$137K Hold
38,962
– – 0.01% 200
2025
Q4 		$106K Hold
38,962
– – 0.01% 191
2025
Q3 		$84.5K Buy
38,962
+598
+2% +$1.41K 0.01% 189
2025
Q2 		$66K Hold
38,364
– – 0.01% 184
2025
Q1 		$128K Buy
38,364
+1,678
+5% +$8.65K 0.01% 177
2024
Q4 		$271K Sell
36,686
-659
-2% -$6.11K 0.03% 143
2024
Q3 		$351K Hold
37,345
– – 0.04% 122
2024
Q2 		$300K Buy
37,345
+1
+0% +$11 0.03% 126
2024
Q1 		$553K Buy
37,344
+770
+2% +$8.96K 0.06% 95
2023
Q4 		$297K Buy
36,574
+578
+2% +$3.02K 0.03% 128
2023
Q3 		$164K Buy
35,996
+571
+2% +$3.73K 0.02% 158
2023
Q2 		$249K Sell
35,425
-604
-2% -$4.32K 0.03% 134
2023
Q1 		$220K Buy
36,029
+6,093
+20% +$42K 0.03% 142
2022
Q4 		$191K Buy
29,936
+15,170
+103% +$118K 0.03% 142
2022
Q3 		$141K Sell
14,766
-7,443
-34% -$85.8K 0.03% 135
2022
Q2 		$245K Buy
22,209
+11,440
+106% +$150K 0.04% 121
2022
Q1 		$532K Buy
10,769
+7
+0.1% +$108 0.09% 69
2021
Q4 		$549K Buy
10,762
+18
+0.2% +$396 0.09% 69
2021
Q3 		$555K Buy
10,744
+11
+0.1% +$259 0.1% 63
2021
Q2 		$556K Sell
10,733
-755
-7% -$19.6K 0.09% 67
2021
Q1 		$595K Sell
11,488
-1,583
-12% -$65.6K 0.11% 67
2020
Q4 		$683K Sell
13,071
-466
-3% -$18.5K 0.12% 63
2020
Q3 		$706K Buy
+13,537
New +$415K 0.14% 53

Other funds holding IOVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
CWG
C WorldWide Group Copenhagen, Denmark $4.15B AUM 13.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Traphagen Investment Advisors's IOVA Position: Q2 2026 in Review

Traphagen Investment Advisors held its Iovance Biotherapeutics (IOVA) position steady in Q2 2026 at 38,962 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #210.

Traphagen Investment Advisors first reported a position in IOVA in Q3 2020 and has held it in 24 quarters since. The position peaked at $706K in Q3 2020. 109 funds tracked by Wall St. Rank hold IOVA as of Q2 2026.

  • Traphagen Investment Advisors held 38,962 shares of Iovance Biotherapeutics worth $162K as of Q2 2026.
  • Traphagen Investment Advisors left its Iovance Biotherapeutics share count unchanged in Q2 2026.
  • Iovance Biotherapeutics made up 0.01% of Traphagen Investment Advisors's portfolio in Q2 2026, its #210 holding.
  • Traphagen Investment Advisors first reported a position in Iovance Biotherapeutics in Q3 2020 and has held it in 24 quarters since.
  • Traphagen Investment Advisors's Iovance Biotherapeutics position peaked at $706K in Q3 2020.
  • 109 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.