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Root Financial Partners’s Ionis Pharmaceuticals IONS Stock Holding History

Root Financial Partners’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 		– Sell
-681
Closed -$51.1K – 1777
2026
Q1 		$51.1K Sell
681
-658
-49% -$51.9K ﹤0.01% 866
2025
Q4 		$106K Sell
1,339
-1
-0.1% -$75 0.01% 445
2025
Q3 		$87.7K Buy
+1,340
New +$65.4K 0.01% 478

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

Root Financial Partners's IONS Position: Q2 2026 in Review

Root Financial Partners sold out of Ionis Pharmaceuticals (IONS) in Q2 2026, closing a stake of 681 shares — an estimated $51.1K sold.

Root Financial Partners first reported a position in IONS in Q3 2025 and held it in 3 quarters. The position peaked at $106K in Q4 2025. 514 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Root Financial Partners reported no remaining Ionis Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 681 Ionis Pharmaceuticals shares in Q2 2026, an estimated $51.1K.
  • Root Financial Partners first reported a position in Ionis Pharmaceuticals in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Ionis Pharmaceuticals position peaked at $106K in Q4 2025.
  • 514 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.