XML Financial’s Iovance Biotherapeutics IOVA Stock Holding History

XML Financial’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	$52K	Hold	12,500	–	–	﹤0.01%	447
2026 Q1	$43.9K	Hold	12,500	–	–	﹤0.01%	421
2025 Q4	$34.1K	Hold	12,500	–	–	﹤0.01%	440
2025 Q3	$27.1K	Sell	12,500 -10,500	-46%	-$24.8K	﹤0.01%	390
2025 Q2	$39.6K	Hold	23,000	–	–	﹤0.01%	386
2025 Q1	$76.6K	Hold	23,000	–	–	0.01%	356
2024 Q4	$170K	Buy	23,000 +8,500	+59%	+$78.8K	0.02%	342
2024 Q3	$136K	Buy	14,500 +1,000	+7%	+$9.47K	0.01%	339
2024 Q2	$108K	Buy	13,500 +500	+4%	+$5.36K	0.01%	329
2024 Q1	$193K	Buy	+13,000	New	+$151K	0.02%	324

Other funds holding IOVA

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

XML Financial's IOVA Position: Q2 2026 in Review

XML Financial held its Iovance Biotherapeutics (IOVA) position steady in Q2 2026 at 12,500 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

XML Financial first reported a position in IOVA in Q1 2024 and has held it in 10 quarters since. The position peaked at $193K in Q1 2024. 292 funds tracked by Wall St. Rank hold IOVA as of Q2 2026.

XML Financial held 12,500 shares of Iovance Biotherapeutics worth $52K as of Q2 2026.
XML Financial left its Iovance Biotherapeutics share count unchanged in Q2 2026.
Iovance Biotherapeutics made up ﹤0.01% of XML Financial's portfolio in Q2 2026, its #447 holding.
XML Financial first reported a position in Iovance Biotherapeutics in Q1 2024 and has held it in 10 quarters since.
XML Financial's Iovance Biotherapeutics position peaked at $193K in Q1 2024.
292 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.