WA
IONS icon

Whipplewood Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Whipplewood 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
2026
Q2 		$1.19K Hold
15
– – ﹤0.01% 524
2026
Q1 		$1.13K Buy
+15
New +$1.18K ﹤0.01% 873

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Whipplewood Advisors's IONS Position: Q2 2026 in Review

Whipplewood Advisors held its Ionis Pharmaceuticals (IONS) position steady in Q2 2026 at 15 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Whipplewood Advisors first reported a position in IONS in Q1 2026 and has held it in 2 quarters since. 515 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Whipplewood Advisors held 15 shares of Ionis Pharmaceuticals worth $1.19K as of Q2 2026.
  • Whipplewood Advisors left its Ionis Pharmaceuticals share count unchanged in Q2 2026.
  • Ionis Pharmaceuticals made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #524 holding.
  • Whipplewood Advisors first reported a position in Ionis Pharmaceuticals in Q1 2026 and has held it in 2 quarters since.
  • 515 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.