Position in IOVA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,171,913
+$450,429 QoQ
Shares Held
281,710
+37.1% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 292 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IOVA Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Creative Planning holds $452,608,635 across 219 Biotechnology names. IOVA ranks #75 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
127,672 | $63,418,511 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
36,949 | $23,039,178 | |
| 3 | EXEL |
Exelixis, Inc.
|
270,292 | $14,706,586 | |
| 4 | INCY |
Incyte Corp
|
110,664 | $12,544,870 | |
| 5 | CYTK |
Cytokinetics Inc
|
141,939 | $12,091,783 | |
| 6 | RVMD |
Revolution Medicines, Inc.
|
64,120 | $12,008,393 | |
| 7 | ARGX |
Argenx SE
|
12,744 | $11,823,500 | |
| 8 | BMRN |
Biomarin Pharmaceutical Inc
|
153,161 | $8,763,872 |
All Filings in IOVA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,171,913 | 281,710 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $721,484 | 205,551 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $433,122 | 158,653 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $215,324 | 99,228 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $130,709 | 75,994 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $217,076 | 65,188 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $469,012 | 63,380 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $690,061 | 73,489 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $574,173 | 71,593 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,142,072 | 77,063 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $298,354 | 36,698 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $69,455 | 15,265 | Shares | Sole | 2023-11-16 | |
| 2021-03-31 | $207,499 | 6,554 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $205,505 | 4,429 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||