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Infinity Wealth Counsel, LLC → IONS

Infinity Wealth Counsel, LLC IONS Position History

Ionis Pharmaceuticals, Inc. • Healthcare

Quarters held
4
Latest value
$2.9M
Q3 2026
Peak value
$3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.6M
Q1 2026$2.6M
Q2 2026$3M
Q3 2026$2.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.9M145.8K——
Q2 2026$3M141.5K——
Q1 2026$2.6M124.4K——
Q4 2025$2.6M123.0K——

Other funds holding IONS

Other Infinity Wealth Counsel, LLC positions

VGES

VANGUARD INDEX FDS

$8.3M
VGES

VANGUARD INDEX FDS

$7.7M
VGES

VANGUARD INDEX FDS

$7.2M
VGES

VANGUARD INDEX FDS

$6.5M
BX

VANGUARD SPECIALIZED FUNDS

$6M
ETHA

ISHARES TR

$5.9M
BX

VANGUARD SPECIALIZED FUNDS

$5.9M
VGES

VANGUARD INDEX FDS

$5.8M