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LifeSteps Financial’s Ionis Pharmaceuticals IONS Stock Holding History

LifeSteps Financial’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
2026
Q2 		$15.9K Buy
+200
New +$15.1K 0.01% 341
2024
Q2 		– Sell
-200
Closed -$8.67K – 230
2024
Q1 		$8.67K Buy
+200
New +$9.53K 0.01% 306

Other funds holding IONS

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LifeSteps Financial's IONS Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Ionis Pharmaceuticals (IONS) in Q2 2026: 200 shares worth $15.9K. The stake represents 0.01% of the portfolio and ranks #341 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in IONS as recently as Q1 2024.

LifeSteps Financial first reported a position in IONS in Q1 2024 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • LifeSteps Financial held 200 shares of Ionis Pharmaceuticals worth $15.9K as of Q2 2026.
  • Ionis Pharmaceuticals was a new LifeSteps Financial position in Q2 2026.
  • Ionis Pharmaceuticals made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #341 holding.
  • LifeSteps Financial first reported a position in Ionis Pharmaceuticals in Q1 2024 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.