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 Q3	$289K	Buy	1,951 +1	+0.1%	+$136	0.01%	774
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

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

IFG Advisory's SHOP Position: Q3 2026 in Review

IFG Advisory increased its Shopify (SHOP) stake by 0.05% in Q3 2026, buying an estimated $136 and bringing the position to 1,951 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #774.

IFG Advisory first reported a position in SHOP in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.05M in Q4 2021. 1,059 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

IFG Advisory held 1,951 shares of Shopify worth $289K as of Q3 2026.
IFG Advisory bought 1 Shopify share in Q3 2026, an estimated $136.
Shopify made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #774 holding.
IFG Advisory first reported a position in Shopify in Q4 2020 and has held it in 10 quarters since.
IFG Advisory's Shopify position peaked at $1.05M in Q4 2021.
1,059 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.