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Heartwood Wealth Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-21
Closed -$1.37K – 397
2025
Q3 		$1.37K Buy
+21
New +$1.02K ﹤0.01% 528

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Heartwood Wealth Advisors's IONS Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Ionis Pharmaceuticals (IONS) in Q4 2025, closing a stake of 21 shares — an estimated $1.37K sold.

Heartwood Wealth Advisors first reported a position in IONS in Q3 2025 and held it in 1 quarter. The position peaked at $1.37K in Q3 2025. 491 funds tracked by Wall St. Rank hold IONS as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Ionis Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 21 Ionis Pharmaceuticals shares in Q4 2025, an estimated $1.37K.
  • Heartwood Wealth Advisors first reported a position in Ionis Pharmaceuticals in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Ionis Pharmaceuticals position peaked at $1.37K in Q3 2025.
  • 491 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.