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 Q2	$223K	Buy	+1,950	New	+$223K	0.01%	837
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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

IFG Advisory's SHOP Position: Q2 2026 in Review

IFG Advisory opened a new position in Shopify (SHOP) in Q2 2026: 1,950 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #837 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SHOP as recently as Q4 2025.

IFG Advisory first reported a position in SHOP in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.05M in Q4 2021. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

IFG Advisory held 1,950 shares of Shopify worth $223K as of Q2 2026.
Shopify was a new IFG Advisory position in Q2 2026.
Shopify made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #837 holding.
IFG Advisory first reported a position in Shopify in Q4 2020 and has held it in 9 quarters since.
IFG Advisory's Shopify position peaked at $1.05M in Q4 2021.
1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.