Back to IONS
Carroll Advisory Group, LLC → IONS
Carroll Advisory Group, LLC IONS Position History
Ionis Pharmaceuticals, Inc. • Healthcare
Quarters held
4
Latest value
$3M
Q3 2026
Peak value
$3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.8M |
| Q1 2026 | $2.4M |
| Q2 2026 | $2.7M |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 148.1K | — | — |
| Q2 2026 | $2.7M | 126.3K | — | — |
| Q1 2026 | $2.4M | 113.6K | — | — |
| Q4 2025 | $1.8M | 82.8K | — | — |
Other funds holding IONS
$1.2B
$649.5M
$508.3M
$495.7M
$486.5M
$439.8M
$343.7M