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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
Q2 		$31.7K Hold
400
– – ﹤0.01% 703
2026
Q1 		$30K Buy
+400
New +$31.6K ﹤0.01% 714

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Cassaday & Co Wealth Management's IONS Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Ionis Pharmaceuticals (IONS) position steady in Q2 2026 at 400 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Cassaday & Co Wealth Management first reported a position in IONS in Q1 2026 and has held it in 2 quarters since. 514 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Cassaday & Co Wealth Management held 400 shares of Ionis Pharmaceuticals worth $31.7K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Ionis Pharmaceuticals share count unchanged in Q2 2026.
  • Ionis Pharmaceuticals made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #703 holding.
  • Cassaday & Co Wealth Management first reported a position in Ionis Pharmaceuticals in Q1 2026 and has held it in 2 quarters since.
  • 514 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.