Creative Planning’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 | $3.92M | Sell |
52,228
-2,546
| -5% | -$201K | ﹤0.01% | 1376 |
|
|
2025
Q4 | $4.33M | Buy |
54,774
+3,300
| +6% | +$248K | ﹤0.01% | 1108 |
|
|
2025
Q3 | $3.37M | Sell |
51,474
-1,815
| -3% | -$88.6K | ﹤0.01% | 1133 |
|
|
2025
Q2 | $2.11M | Buy |
53,289
+17,167
| +48% | +$562K | ﹤0.01% | 1274 |
|
|
2025
Q1 | $1.09M | Sell |
36,122
-10,681
| -23% | -$350K | ﹤0.01% | 1652 |
|
|
2024
Q4 | $1.64M | Buy |
46,803
+18,421
| +65% | +$689K | ﹤0.01% | 1267 |
|
|
2024
Q3 | $1.14M | Buy |
28,382
+1,522
| +6% | +$70.8K | ﹤0.01% | 1423 |
|
|
2024
Q2 | $1.28M | Sell |
26,860
-145
| -0.5% | -$5.95K | ﹤0.01% | 1244 |
|
|
2024
Q1 | $1.17M | Buy |
27,005
+1,706
| +7% | +$81.3K | ﹤0.01% | 1232 |
|
|
2023
Q4 | $1.28M | Buy |
25,299
+3,727
| +17% | +$179K | ﹤0.01% | 1110 |
|
|
2023
Q3 | $979K | Buy |
21,572
+6,329
| +42% | +$261K | ﹤0.01% | 1170 |
|
|
2023
Q2 | $625K | Buy |
15,243
+1,611
| +12% | +$61.9K | ﹤0.01% | 1416 |
|
|
2023
Q1 | $487K | Buy |
13,632
+204
| +2% | +$7.66K | ﹤0.01% | 1485 |
|
|
2022
Q4 | $507K | Sell |
13,428
-464
| -3% | -$19.5K | ﹤0.01% | 1416 |
|
|
2022
Q3 | $614K | Buy |
13,892
+1,163
| +9% | +$49K | ﹤0.01% | 1202 |
|
|
2022
Q2 | $471K | Sell |
12,729
-29
| -0.2% | -$1.09K | ﹤0.01% | 1356 |
|
|
2022
Q1 | $472K | Sell |
12,758
-2,358
| -16% | -$77.2K | ﹤0.01% | 1351 |
|
|
2021
Q4 | $460K | Buy |
15,116
+201
| +1% | +$6.33K | ﹤0.01% | 1356 |
|
|
2021
Q3 | $500K | Buy |
14,915
+1,595
| +12% | +$60.1K | ﹤0.01% | 1291 |
|
|
2021
Q2 | $531K | Sell |
13,320
-30,859
| -70% | -$1.21M | ﹤0.01% | 1245 |
|
|
2021
Q1 | $1.99M | Buy |
44,179
+8,739
| +25% | +$487K | ﹤0.01% | 729 |
|
|
2020
Q4 | $2M | Sell |
35,440
-47
| -0.1% | -$2.34K | ﹤0.01% | 674 |
|
|
2020
Q3 | $1.68M | Buy |
35,487
+16,201
| +84% | +$900K | ﹤0.01% | 619 |
|
|
2020
Q2 | $1.14M | Buy |
19,286
+40
| +0.2% | +$2.23K | ﹤0.01% | 703 |
|
|
2020
Q1 | $910K | Sell |
19,246
-1,805
| -9% | -$101K | ﹤0.01% | 686 |
|
|
2019
Q4 | $1.27M | Sell |
21,051
-2,234
| -10% | -$133K | ﹤0.01% | 679 |
|
|
2019
Q3 | $1.4M | Buy |
23,285
+552
| +2% | +$36K | ﹤0.01% | 619 |
|
|
2019
Q2 | $1.46M | Buy |
22,733
+106
| +0.5% | +$7.49K | ﹤0.01% | 603 |
|
|
2019
Q1 | $1.84M | Sell |
22,627
-4,808
| -18% | -$310K | 0.01% | 494 |
|
|
2018
Q4 | $1.48M | Buy |
27,435
+817
| +3% | +$41.7K | 0.01% | 508 |
|
|
2018
Q3 | $1.37M | Buy |
26,618
+2,320
| +10% | +$109K | 0.01% | 618 |
|
|
2018
Q2 | $1.01M | Buy |
24,298
+611
| +3% | +$27.1K | ﹤0.01% | 743 |
|
|
2018
Q1 | $1.04M | Sell |
23,687
-1,679
| -7% | -$85.3K | ﹤0.01% | 716 |
|
|
2017
Q4 | $1.28M | Sell |
25,366
-137
| -0.5% | -$7.51K | 0.01% | 602 |
|
|
2017
Q3 | $1.29M | Sell |
25,503
-996
| -4% | -$52.2K | 0.01% | 601 |
|
|
2017
Q2 | $1.35M | Sell |
26,499
-357
| -1% | -$16.6K | 0.01% | 565 |
|
|
2017
Q1 | $1.08M | Buy |
26,856
+1,442
| +6% | +$64.8K | 0.01% | 637 |
|
|
2016
Q4 | $1.22M | Sell |
25,414
-801
| -3% | -$31.7K | 0.01% | 558 |
|
|
2016
Q3 | $961K | Sell |
26,215
-252
| -1% | -$7.88K | 0.01% | 610 |
|
|
2016
Q2 | $616K | Buy |
26,467
+5,991
| +29% | +$193K | ﹤0.01% | 688 |
|
|
2016
Q1 | $829K | Sell |
20,476
-2,217
| -10% | -$90K | 0.01% | 556 |
|
|
2015
Q4 | $1.41M | Buy |
22,693
+989
| +5% | +$53.4K | 0.01% | 402 |
|
|
2015
Q3 | $877K | Buy |
21,704
+3,018
| +16% | +$156K | 0.01% | 515 |
|
|
2015
Q2 | $1.07M | Buy |
18,686
+6,982
| +60% | +$444K | 0.01% | 447 |
|
|
2015
Q1 | $745K | Sell |
11,704
-8,050
| -41% | -$546K | 0.01% | 568 |
|
|
2014
Q4 | $1.22M | Buy |
19,754
+10,492
| +113% | +$518K | 0.01% | 391 |
|
|
2014
Q3 | $360K | Sell |
9,262
-11,396
| -55% | -$404K | ﹤0.01% | 785 |
|
|
2014
Q2 | $712K | Buy |
20,658
+14,790
| +252% | +$466K | 0.01% | 509 |
|
|
2014
Q1 | $254K | Buy |
5,868
+248
| +4% | +$12K | ﹤0.01% | 888 |
|
|
2013
Q4 | $224K | Buy |
5,620
+3,467
| +161% | +$124K | ﹤0.01% | 816 |
|
|
2013
Q3 | $81K | Buy |
2,153
+1,500
| +230% | +$44.8K | ﹤0.01% | 1244 |
|
|
2013
Q2 | $18K | Buy |
+653
| New | +$13.9K | ﹤0.01% | 1996 |
|
Other funds holding IONS
VPM
VCM
Creative Planning's IONS Position: Q1 2026 in Review
Creative Planning reduced its Ionis Pharmaceuticals (IONS) stake by 4.6% in Q1 2026, selling an estimated $201K and leaving 52,228 shares worth $3.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1376.
Creative Planning first reported a position in IONS in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.33M in Q4 2025. 493 funds tracked by Wall St. Rank hold IONS as of Q1 2026.
- Creative Planning held 52,228 shares of Ionis Pharmaceuticals worth $3.92M as of Q1 2026.
- Creative Planning sold 2,546 Ionis Pharmaceuticals shares in Q1 2026, an estimated $201K.
- Ionis Pharmaceuticals made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1376 holding.
- Creative Planning first reported a position in Ionis Pharmaceuticals in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Ionis Pharmaceuticals position peaked at $4.33M in Q4 2025.
- 493 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.