Carson Wealth (CWM LLC)’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $279K | Sell |
3,717
-1,332
| -26% | -$105K | ﹤0.01% | 2436 |
|
|
2025
Q4 | $399K | Buy |
5,049
+2,561
| +103% | +$193K | ﹤0.01% | 2062 |
|
|
2025
Q3 | $163K | Buy |
2,488
+170
| +7% | +$8.3K | ﹤0.01% | 2603 |
|
|
2025
Q2 | $92K | Sell |
2,318
-117
| -5% | -$3.83K | ﹤0.01% | 2799 |
|
|
2025
Q1 | $73K | Buy |
2,435
+384
| +19% | +$12.6K | ﹤0.01% | 2675 |
|
|
2024
Q4 | $72K | Buy |
2,051
+310
| +18% | +$11.6K | ﹤0.01% | 2508 |
|
|
2024
Q3 | $70K | Sell |
1,741
-476
| -21% | -$22.1K | ﹤0.01% | 2438 |
|
|
2024
Q2 | $106K | Sell |
2,217
-11
| -0.5% | -$451 | ﹤0.01% | 1939 |
|
|
2024
Q1 | $97K | Buy |
2,228
+31
| +1% | +$1.48K | ﹤0.01% | 1899 |
|
|
2023
Q4 | $111K | Sell |
2,197
-9
| -0.4% | -$431 | ﹤0.01% | 1694 |
|
|
2023
Q3 | $100K | Sell |
2,206
-22
| -1% | -$908 | ﹤0.01% | 1632 |
|
|
2023
Q2 | $91K | Buy |
2,228
+306
| +16% | +$11.8K | ﹤0.01% | 1615 |
|
|
2023
Q1 | $69K | Buy |
1,922
+85
| +5% | +$3.19K | ﹤0.01% | 1691 |
|
|
2022
Q4 | $69K | Sell |
1,837
-126
| -6% | -$5.3K | ﹤0.01% | 1555 |
|
|
2022
Q3 | $87K | Buy |
1,963
+244
| +14% | +$10.3K | ﹤0.01% | 1397 |
|
|
2022
Q2 | $64K | Buy |
1,719
+165
| +11% | +$6.22K | ﹤0.01% | 1514 |
|
|
2022
Q1 | $58K | Buy |
1,554
+555
| +56% | +$18.2K | ﹤0.01% | 1537 |
|
|
2021
Q4 | $30K | Buy |
+999
| New | +$31.4K | ﹤0.01% | 1779 |
|
|
2021
Q2 | $28K | Hold |
690
| – | – | ﹤0.01% | 1644 |
|
|
2021
Q1 | $28K | Hold |
690
| – | – | ﹤0.01% | 1644 |
|
|
2020
Q4 | $28K | Hold |
690
| – | – | ﹤0.01% | 1644 |
|
|
2020
Q3 | $28K | Hold |
690
| – | – | ﹤0.01% | 1644 |
|
|
2020
Q2 | $28K | Hold |
690
| – | – | ﹤0.01% | 1644 |
|
|
2020
Q1 | $28K | Hold |
690
| – | – | ﹤0.01% | 1644 |
|
|
2019
Q4 | $28K | Hold |
690
| – | – | ﹤0.01% | 1644 |
|
|
2019
Q3 | $28K | Hold |
690
| – | – | ﹤0.01% | 1644 |
|
|
2019
Q2 | $28K | Hold |
690
| – | – | ﹤0.01% | 1644 |
|
|
2019
Q1 | $28K | Buy |
690
+566
| +456% | +$36.5K | ﹤0.01% | 1644 |
|
|
2018
Q4 | $7K | Sell |
124
-215
| -63% | -$11K | ﹤0.01% | 1444 |
|
|
2018
Q3 | $17K | Hold |
339
| – | – | ﹤0.01% | 993 |
|
|
2018
Q2 | $14K | Buy |
339
+21
| +7% | +$931 | ﹤0.01% | 913 |
|
|
2018
Q1 | $14K | Buy |
318
+62
| +24% | +$3.15K | ﹤0.01% | 778 |
|
|
2017
Q4 | $13K | Hold |
256
| – | – | ﹤0.01% | 817 |
|
|
2017
Q3 | $13K | Sell |
256
-2
| -0.8% | -$105 | ﹤0.01% | 828 |
|
|
2017
Q2 | $13K | Buy |
258
+88
| +52% | +$4.1K | ﹤0.01% | 724 |
|
|
2017
Q1 | $7K | Hold |
170
| – | – | ﹤0.01% | 820 |
|
|
2016
Q4 | $8K | Buy |
170
+168
| +8,400% | +$6.65K | ﹤0.01% | 770 |
|
|
2016
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1025 |
|
|
2016
Q2 | $0 | Buy |
+2
| New | +$65 | ﹤0.01% | 827 |
|
Other funds holding IONS
Carson Wealth (CWM LLC)'s IONS Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Ionis Pharmaceuticals (IONS) stake by 26% in Q1 2026, selling an estimated $105K and leaving 3,717 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #2436.
Carson Wealth (CWM LLC) first reported a position in IONS in Q2 2016 and has held it in 39 quarters since. The position peaked at $399K in Q4 2025. 494 funds tracked by Wall St. Rank hold IONS as of Q1 2026.
- Carson Wealth (CWM LLC) held 3,717 shares of Ionis Pharmaceuticals worth $279K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 1,332 Ionis Pharmaceuticals shares in Q1 2026, an estimated $105K.
- Ionis Pharmaceuticals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2436 holding.
- Carson Wealth (CWM LLC) first reported a position in Ionis Pharmaceuticals in Q2 2016 and has held it in 39 quarters since.
- Carson Wealth (CWM LLC)'s Ionis Pharmaceuticals position peaked at $399K in Q4 2025.
- 494 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.