Creative Planning’s Ionis Pharmaceuticals IONS Stock Holding History

Creative Planning’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
2019 Q3	–	Sell	-500	Closed	-$3K	–	2049
2019 Q2	$3K	Buy	+500	New	+$35.3K	﹤0.01%	1968
2016 Q1	–	Sell	-1,000	Closed	-$27K	–	4423
2015 Q4	$27K	Buy	1,000 +500	+100%	+$27K	﹤0.01%	2617
2015 Q3	$4K	Buy	+500	New	+$25.9K	﹤0.01%	3714
2015 Q2	–	Sell	-500	Closed	-$15K	–	2016
2015 Q1	$15K	Buy	+500	New	+$33.9K	﹤0.01%	2929
2014 Q4	–	Sell	-700	Closed	-$1K	–	4249
2014 Q3	$1K	Sell	700 -4,600	-87%	-$163K	﹤0.01%	3826
2014 Q2	$49K	Buy	5,300 +5,000	+1,667%	+$157K	﹤0.01%	1898
2014 Q1	$2K	Buy	+300	New	+$14.5K	﹤0.01%	3363

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

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.