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Dynamic Wealth Strategies’s Ionis Pharmaceuticals IONS Stock Holding History

Dynamic Wealth Strategies’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
2025
Q2 		– Sell
-80
Closed -$2.41K – 240
2025
Q1 		$2.41K Buy
+80
New +$2.62K ﹤0.01% 222
2024
Q4 		– Sell
-80
Closed -$3K – 143
2024
Q3 		$3K Hold
80
– – ﹤0.01% 218
2024
Q2 		$4K Hold
80
– – ﹤0.01% 226
2024
Q1 		$3K Hold
80
– – ﹤0.01% 233
2023
Q4 		$4.05K Buy
+80
New +$3.83K ﹤0.01% 229

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Dynamic Wealth Strategies's IONS Position: Q2 2025 in Review

Dynamic Wealth Strategies sold out of Ionis Pharmaceuticals (IONS) in Q2 2025, closing a stake of 80 shares — an estimated $2.41K sold.

Dynamic Wealth Strategies first reported a position in IONS in Q4 2023 and held it in 5 quarters. The position peaked at $4.05K in Q4 2023. 362 funds tracked by Wall St. Rank hold IONS as of Q2 2025.

  • Dynamic Wealth Strategies reported no remaining Ionis Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Dynamic Wealth Strategies sold 80 Ionis Pharmaceuticals shares in Q2 2025, an estimated $2.41K.
  • Dynamic Wealth Strategies first reported a position in Ionis Pharmaceuticals in Q4 2023 and held it in 5 quarters.
  • Dynamic Wealth Strategies's Ionis Pharmaceuticals position peaked at $4.05K in Q4 2023.
  • 362 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2025.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2025, filed 13 Aug 2025.