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B. Riley Wealth Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

B. Riley Wealth Advisors’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
Q2 		$234K Sell
2,897
-48
-2% -$3.61K 0.01% 713
2026
Q1 		$214K Sell
2,945
-30
-1% -$2.37K 0.01% 701
2025
Q4 		$235K Buy
+2,975
New +$224K 0.01% 799
2023
Q3 		– Sell
-5,615
Closed -$230K – 1582
2023
Q2 		$230K Sell
5,615
-389
-6% -$14.9K 0.01% 1275
2023
Q1 		$215K Sell
6,004
-2,732
-31% -$103K 0.01% 1260
2022
Q4 		$330K Buy
8,736
+1,404
+19% +$59.1K 0.01% 996
2022
Q3 		$325K Sell
7,332
-1,070
-13% -$45.1K 0.01% 955
2022
Q2 		$312K Sell
8,402
-696
-8% -$26.2K 0.01% 857
2022
Q1 		$337K Buy
9,098
+2,377
+35% +$77.8K 0.01% 956
2021
Q4 		$205K Sell
6,721
-4,297
-39% -$135K 0.01% 1258
2021
Q3 		$379K Sell
11,018
-188
-2% -$7.08K 0.01% 922
2021
Q2 		$454K Sell
11,206
-1,792
-14% -$70.2K 0.01% 816
2021
Q1 		$616K Sell
12,998
-7,603
-37% -$424K 0.02% 638
2020
Q4 		$1.17M Buy
20,601
+949
+5% +$47.3K 0.06% 290
2020
Q3 		$963K Buy
19,652
+1,833
+10% +$102K 0.05% 316
2020
Q2 		$1.05M Sell
17,819
-399
-2% -$22.2K 0.07% 272
2020
Q1 		$861K Buy
18,218
+10,595
+139% +$591K 0.07% 263
2019
Q4 		$461K Buy
7,623
+1,543
+25% +$91.9K 0.04% 464
2019
Q3 		$365K Buy
6,080
+1,237
+26% +$80.6K 0.04% 519
2019
Q2 		$312K Buy
+4,843
New +$342K 0.03% 548
2016
Q1 		– Sell
-4,142
Closed -$258K – 582
2015
Q4 		$258K Buy
+4,142
New +$224K 0.05% 415
2015
Q3 		– Sell
-3,727
Closed -$216K – 584
2015
Q2 		$216K Buy
+3,727
New +$237K 0.05% 428
2015
Q1 		– Sell
-1,220
Closed -$75 – 1257
2014
Q4 		$75 Buy
+1,220
New +$60.2K ﹤0.01% 1872

Other funds holding IONS

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

B. Riley Wealth Advisors's IONS Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Ionis Pharmaceuticals (IONS) stake by 1.6% in Q2 2026, selling an estimated $3.61K and leaving 2,897 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #713.

B. Riley Wealth Advisors first reported a position in IONS in Q4 2014 and has held it in 23 quarters since. The position peaked at $1.17M in Q4 2020. 53 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • B. Riley Wealth Advisors held 2,897 shares of Ionis Pharmaceuticals worth $234K as of Q2 2026.
  • B. Riley Wealth Advisors sold 48 Ionis Pharmaceuticals shares in Q2 2026, an estimated $3.61K.
  • Ionis Pharmaceuticals made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #713 holding.
  • B. Riley Wealth Advisors first reported a position in Ionis Pharmaceuticals in Q4 2014 and has held it in 23 quarters since.
  • B. Riley Wealth Advisors's Ionis Pharmaceuticals position peaked at $1.17M in Q4 2020.
  • 53 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.