Creative Planning
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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 – 2050
2019
Q2 		$3K Buy
+500
New +$35.3K ﹤0.01% 1969

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

Creative Planning's IONS Position: Q2 2026 in Review

Creative Planning reduced its Ionis Pharmaceuticals (IONS) stake by 3.2% in Q2 2026, selling an estimated $126K and leaving 50,554 shares worth $4.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Creative Planning first reported a position in IONS in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.33M in Q4 2025. 514 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Creative Planning held 50,554 shares of Ionis Pharmaceuticals worth $4.01M as of Q2 2026.
  • Creative Planning sold 1,674 Ionis Pharmaceuticals shares in Q2 2026, an estimated $126K.
  • Ionis Pharmaceuticals made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1569 holding.
  • Creative Planning first reported a position in Ionis Pharmaceuticals in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's Ionis Pharmaceuticals position peaked at $4.33M in Q4 2025.
  • 514 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.