IA
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IFG Advisory’s Shopify SHOP Stock Holding History

IFG Advisory’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,926
Closed -$310K – 778
2025
Q4 		$310K Buy
1,926
+117
+6% +$18.8K 0.01% 630
2025
Q3 		$269K Hold
1,809
– – 0.01% 670
2025
Q2 		$209K Buy
+1,809
New +$181K 0.01% 709
2022
Q1 		– Sell
-7,630
Closed -$1.05M – 522
2021
Q4 		$1.05M Buy
7,630
+2,050
+37% +$300K 0.1% 194
2021
Q3 		$756K Buy
5,580
+30
+0.5% +$4.5K 0.08% 224
2021
Q2 		$810K Buy
5,550
+2,200
+66% +$271K 0.09% 221
2021
Q1 		$370K Buy
3,350
+940
+39% +$114K 0.05% 355
2020
Q4 		$272K Buy
+2,410
New +$253K 0.04% 370

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

IFG Advisory's SHOP Position: Q1 2026 in Review

IFG Advisory sold out of Shopify (SHOP) in Q1 2026, closing a stake of 1,926 shares — an estimated $310K sold.

IFG Advisory first reported a position in SHOP in Q4 2020 and held it in 8 quarters. The position peaked at $1.05M in Q4 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • IFG Advisory reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 1,926 Shopify shares in Q1 2026, an estimated $310K.
  • IFG Advisory first reported a position in Shopify in Q4 2020 and held it in 8 quarters.
  • IFG Advisory's Shopify position peaked at $1.05M in Q4 2021.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.