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Spire Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

Spire Wealth Management’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 		$8.01K Sell
101
-24
-19% -$1.81K ﹤0.01% 1710
2026
Q1 		$9.39K Hold
125
– – ﹤0.01% 1635
2025
Q4 		$9.89K Hold
125
– – ﹤0.01% 1703
2025
Q3 		$8.18K Hold
125
– – ﹤0.01% 1828
2025
Q2 		$4.94K Hold
125
– – ﹤0.01% 1949
2025
Q1 		$3.77K Hold
125
– – ﹤0.01% 2135
2024
Q4 		$4.37K Hold
125
– – ﹤0.01% 2083
2024
Q3 		$5.01K Hold
125
– – ﹤0.01% 1824
2024
Q2 		$5.96K Hold
125
– – ﹤0.01% 1784
2024
Q1 		$5.42K Hold
125
– – ﹤0.01% 1908
2023
Q4 		$6.37K Sell
125
-85
-40% -$4.07K ﹤0.01% 1895
2023
Q3 		$9.53K Hold
210
– – ﹤0.01% 1751
2023
Q2 		$8.62K Hold
210
– – ﹤0.01% 1859
2023
Q1 		$7.5K Buy
210
+85
+68% +$3.19K ﹤0.01% 1941
2022
Q4 		$5K Hold
125
– – ﹤0.01% 1829
2022
Q3 		$6K Sell
125
-181
-59% -$7.63K ﹤0.01% 1701
2022
Q2 		$11K Sell
306
-63
-17% -$2.38K ﹤0.01% 1880
2022
Q1 		$14K Sell
369
-2,121
-85% -$69.4K ﹤0.01% 1921
2021
Q4 		$76K Buy
2,490
+2,195
+744% +$69.1K ﹤0.01% 1528
2021
Q3 		$10K Hold
295
– – ﹤0.01% 2097
2021
Q2 		$12K Sell
295
-2,209
-88% -$86.5K ﹤0.01% 2057
2021
Q1 		$108K Buy
+2,504
New +$140K ﹤0.01% 1371

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

Spire Wealth Management's IONS Position: Q2 2026 in Review

Spire Wealth Management reduced its Ionis Pharmaceuticals (IONS) stake by 19% in Q2 2026, selling an estimated $1.81K and leaving 101 shares worth $8.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Spire Wealth Management first reported a position in IONS in Q1 2021 and has held it in 22 quarters since. The position peaked at $108K in Q1 2021. 514 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Spire Wealth Management held 101 shares of Ionis Pharmaceuticals worth $8.01K as of Q2 2026.
  • Spire Wealth Management sold 24 Ionis Pharmaceuticals shares in Q2 2026, an estimated $1.81K.
  • Ionis Pharmaceuticals made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1710 holding.
  • Spire Wealth Management first reported a position in Ionis Pharmaceuticals in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Ionis Pharmaceuticals position peaked at $108K in Q1 2021.
  • 514 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.