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Whittier Trust’s Ionis Pharmaceuticals IONS Stock Holding History

Whittier Trust’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
2025
Q2 		– Sell
-192
Closed -$5.79K – 1536
2025
Q1 		$5.79K Hold
192
– – ﹤0.01% 1300
2024
Q4 		$6.71K Sell
192
-22
-10% -$822 ﹤0.01% 1320
2024
Q3 		$8.57K Hold
214
– – ﹤0.01% 1287
2024
Q2 		$10.2K Sell
214
-17
-7% -$697 ﹤0.01% 1248
2024
Q1 		$10K Sell
231
-231
-50% -$11K ﹤0.01% 1270
2023
Q4 		$23.4K Buy
462
+453
+5,033% +$21.7K ﹤0.01% 1072
2023
Q3 		$408 Buy
+9
New +$371 ﹤0.01% 1589
2021
Q4 		– Sell
-100
Closed -$3K – 1588
2021
Q3 		$3K Hold
100
– – ﹤0.01% 1383
2021
Q2 		$4K Hold
100
– – ﹤0.01% 1388
2021
Q1 		$4K Hold
100
– – ﹤0.01% 1375
2020
Q4 		$6K Hold
100
– – ﹤0.01% 1215
2020
Q3 		$5K Hold
100
– – ﹤0.01% 1230
2020
Q2 		$6K Hold
100
– – ﹤0.01% 1132
2020
Q1 		$5K Hold
100
– – ﹤0.01% 1213
2019
Q4 		$6K Hold
100
– – ﹤0.01% 1214
2019
Q3 		$6K Sell
100
-283
-74% -$18.4K ﹤0.01% 1224
2019
Q2 		$25K Buy
383
+283
+283% +$20K ﹤0.01% 915
2019
Q1 		$8K Hold
100
– – ﹤0.01% 1086
2018
Q4 		$5K Hold
100
– – ﹤0.01% 1165
2018
Q3 		$5K Hold
100
– – ﹤0.01% 1113
2018
Q2 		$4K Hold
100
– – ﹤0.01% 1119
2018
Q1 		$4K Hold
100
– – ﹤0.01% 1162
2017
Q4 		$5K Hold
100
– – ﹤0.01% 1123
2017
Q3 		$5K Hold
100
– – ﹤0.01% 1137
2017
Q2 		$5K Hold
100
– – ﹤0.01% 1090
2017
Q1 		$4K Hold
100
– – ﹤0.01% 1183
2016
Q4 		$5K Hold
100
– – ﹤0.01% 1045
2016
Q3 		$4K Hold
100
– – ﹤0.01% 1061
2016
Q2 		$2K Buy
+100
New +$3.23K ﹤0.01% 1131

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Whittier Trust's IONS Position: Q2 2025 in Review

Whittier Trust sold out of Ionis Pharmaceuticals (IONS) in Q2 2025, closing a stake of 192 shares — an estimated $5.79K sold.

Whittier Trust first reported a position in IONS in Q2 2016 and held it in 29 quarters. The position peaked at $25K in Q2 2019. 362 funds tracked by Wall St. Rank hold IONS as of Q2 2025.

  • Whittier Trust reported no remaining Ionis Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Whittier Trust sold 192 Ionis Pharmaceuticals shares in Q2 2025, an estimated $5.79K.
  • Whittier Trust first reported a position in Ionis Pharmaceuticals in Q2 2016 and held it in 29 quarters.
  • Whittier Trust's Ionis Pharmaceuticals position peaked at $25K in Q2 2019.
  • 362 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2025.

Based on Whittier Trust's 13F filing for Q2 2025, filed 30 Jul 2025.