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
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 $5.7T 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 $121B AUM 33.93% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $2.17B AUM 0.03% 1-Year Est. Return