Wealth Enhancement Advisory Services
IOVA icon

Wealth Enhancement Advisory Services’s Iovance Biotherapeutics IOVA Stock Holding History

Wealth Enhancement Advisory Services’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 		$375K Buy
102,018
+64,157
+169% +$244K ﹤0.01% 2977
2026
Q1 		$130K Buy
37,861
+12,711
+51% +$40.7K ﹤0.01% 3261
2025
Q4 		$64.1K Sell
25,150
-2,808
-10% -$6.5K ﹤0.01% 3506
2025
Q3 		$60.9K Buy
27,958
+3,223
+13% +$7.61K ﹤0.01% 3403
2025
Q2 		$43.3K Sell
24,735
-2,716
-10% -$6.76K ﹤0.01% 3244
2025
Q1 		$91.4K Buy
27,451
+8,713
+46% +$44.9K ﹤0.01% 2778
2024
Q4 		$139K Sell
18,738
-5,671
-23% -$52.6K ﹤0.01% 2752
2024
Q3 		$229K Sell
24,409
-62
-0.3% -$587 ﹤0.01% 2362
2024
Q2 		$196K Buy
24,471
+3,565
+17% +$38.2K ﹤0.01% 2306
2024
Q1 		$310K Buy
20,906
+2,987
+17% +$34.8K ﹤0.01% 1901
2023
Q4 		$146K Buy
17,919
+281
+2% +$1.47K ﹤0.01% 2134
2023
Q3 		$80.3K Buy
+17,638
New +$115K ﹤0.01% 2126

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

Wealth Enhancement Advisory Services's IOVA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Iovance Biotherapeutics (IOVA) stake by 169% in Q2 2026, buying an estimated $244K and bringing the position to 102,018 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #2977.

Wealth Enhancement Advisory Services first reported a position in IOVA in Q3 2023 and has held it in 12 quarters since. 292 funds tracked by Wall St. Rank hold IOVA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 102,018 shares of Iovance Biotherapeutics worth $375K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 64,157 Iovance Biotherapeutics shares in Q2 2026, an estimated $244K.
  • Iovance Biotherapeutics made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2977 holding.
  • Wealth Enhancement Advisory Services first reported a position in Iovance Biotherapeutics in Q3 2023 and has held it in 12 quarters since.
  • 292 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.