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SWM
Spire Wealth Management’s
Ionis Pharmaceuticals
IONS
Stock Holding History
Spire Wealth Management’s Portfolio
IONS Stock Details
IONS Fund Activity
Bought
Maintained
Sold
Shares
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
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$35.1B AUM
47.76%
1-Year Est. Return
DC
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$20.4B AUM
18.11%
1-Year Est. Return
Swedbank
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$116B AUM
46.87%
1-Year Est. Return
YIH
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Hong Kong
$5.05B AUM
17.89%
1-Year Est. Return
Assenagon Asset Management
Senningerberg, Luxembourg
$80.2B AUM
50.57%
1-Year Est. Return
WP
Westmount Partners
Los Angeles, California
$457M AUM
31.05%
1-Year Est. Return
PL
Plancorp LLC
Saint Louis, Missouri
$4.1B AUM
25.19%
1-Year Est. Return
PR
PSP Research
Newtown Square, Pennsylvania
$188M AUM
SWP
Significant Wealth Partners
Cary, Illinois
$92.4M AUM
9.22%
1-Year Est. Return
TE
Tema ETFs
New York
$3.09B AUM
72.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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