Advisornet Financial’s Ionis Pharmaceuticals IONS Stock Holding History

Advisornet Financial’s Portfolio IONS Stock Details IONS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$43K	Sell	573 -40	-7%	-$3.16K	﹤0.01%	1098
2025 Q4	$48.5K	Buy	613 +144	+31%	+$10.8K	﹤0.01%	1058
2025 Q3	$30.7K	Buy	469 +41	+10%	+$2K	﹤0.01%	1178
2025 Q2	$16.9K	Buy	428 +425	+14,167%	+$13.9K	﹤0.01%	1332
2025 Q1	$91	Buy	3 +2	+200%	+$65	﹤0.01%	2115
2024 Q4	$35	Hold	1	–	–	﹤0.01%	1953
2024 Q3	$40	Buy	+1	New	+$47	﹤0.01%	2171
2022 Q2	–	Sell	-29	Closed	-$1K	–	2004
2022 Q1	$1K	Hold	29	–	–	﹤0.01%	1894
2021 Q4	$1K	Hold	29	–	–	﹤0.01%	1932
2021 Q3	$1K	Hold	29	–	–	﹤0.01%	1815
2021 Q2	$1K	Hold	29	–	–	﹤0.01%	1745
2021 Q1	$1K	Hold	29	–	–	﹤0.01%	1696
2020 Q4	$2K	Hold	29	–	–	﹤0.01%	1545
2020 Q3	$1K	Hold	29	–	–	﹤0.01%	1643
2020 Q2	$2K	Hold	29	–	–	﹤0.01%	1603
2020 Q1	$1K	Hold	29	–	–	﹤0.01%	1674
2019 Q4	$2K	Sell	29 -70	-71%	-$4.17K	﹤0.01%	1685
2019 Q3	$6K	Buy	99 +70	+241%	+$4.56K	﹤0.01%	1497
2019 Q2	$2K	Hold	29	–	–	﹤0.01%	1525
2019 Q1	$2K	Hold	29	–	–	﹤0.01%	1422
2018 Q4	$2K	Buy	+29	New	+$1.48K	﹤0.01%	1345

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisornet Financial's IONS Position: Q1 2026 in Review

Advisornet Financial reduced its Ionis Pharmaceuticals (IONS) stake by 6.5% in Q1 2026, selling an estimated $3.16K and leaving 573 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Advisornet Financial first reported a position in IONS in Q4 2018 and has held it in 21 quarters since. The position peaked at $48.5K in Q4 2025. 493 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

Advisornet Financial held 573 shares of Ionis Pharmaceuticals worth $43K as of Q1 2026.
Advisornet Financial sold 40 Ionis Pharmaceuticals shares in Q1 2026, an estimated $3.16K.
Ionis Pharmaceuticals made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1098 holding.
Advisornet Financial first reported a position in Ionis Pharmaceuticals in Q4 2018 and has held it in 21 quarters since.
Advisornet Financial's Ionis Pharmaceuticals position peaked at $48.5K in Q4 2025.
493 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.