Cassaday & Co Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

Cassaday & Co Wealth Management’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	$30K	Buy	+400	New	+$31.6K	﹤0.01%	714

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

Cassaday & Co Wealth Management's IONS Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Ionis Pharmaceuticals (IONS) in Q1 2026: 400 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #714 among its holdings.

493 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

Cassaday & Co Wealth Management held 400 shares of Ionis Pharmaceuticals worth $30K as of Q1 2026.
Ionis Pharmaceuticals was a new Cassaday & Co Wealth Management position in Q1 2026.
Ionis Pharmaceuticals made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #714 holding.
493 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.