True Wealth Design’s Iovance Biotherapeutics IOVA Stock Holding History

True Wealth Design’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	$1.66K	Buy	+400	New	+$1.52K	﹤0.01%	1767

Other funds holding IOVA

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

True Wealth Design's IOVA Position: Q2 2026 in Review

True Wealth Design opened a new position in Iovance Biotherapeutics (IOVA) in Q2 2026: 400 shares worth $1.66K. The stake represents ﹤0.01% of the portfolio and ranks #1767 among its holdings.

26 funds tracked by Wall St. Rank hold IOVA as of Q2 2026.

True Wealth Design held 400 shares of Iovance Biotherapeutics worth $1.66K as of Q2 2026.
Iovance Biotherapeutics was a new True Wealth Design position in Q2 2026.
Iovance Biotherapeutics made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1767 holding.
26 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.