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Wealthspire Advisors (New York)’s Iovance Biotherapeutics IOVA Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-5,545
Closed -$12K – 1944
2025
Q3 		$12K Buy
+5,545
New +$13.1K ﹤0.01% 1924
2024
Q4 		– Sell
-53,705
Closed -$504K – 813
2024
Q3 		$504K Sell
53,705
-3,295
-6% -$31.2K 0.01% 498
2024
Q2 		$457K Buy
+57,000
New +$611K 0.01% 450

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (New York)'s IOVA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Iovance Biotherapeutics (IOVA) in Q4 2025, closing a stake of 5,545 shares — an estimated $12K sold.

Wealthspire Advisors (New York) first reported a position in IOVA in Q2 2024 and held it in 3 quarters. The position peaked at $504K in Q3 2024. 263 funds tracked by Wall St. Rank hold IOVA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Iovance Biotherapeutics position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 5,545 Iovance Biotherapeutics shares in Q4 2025, an estimated $12K.
  • Wealthspire Advisors (New York) first reported a position in Iovance Biotherapeutics in Q2 2024 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Iovance Biotherapeutics position peaked at $504K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.