ISWM
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Independent Solutions Wealth Management’s Shopify SHOP Stock Holding History

Independent Solutions Wealth Management’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 		$4M Sell
35,063
-198
-0.6% -$22.6K 0.52% 54
2026
Q1 		$4.18M Sell
35,261
-850
-2% -$112K 0.62% 40
2025
Q4 		$5.81M Sell
36,111
-2,456
-6% -$394K 1.07% 27
2025
Q3 		$5.73M Sell
38,567
-532
-1% -$72.1K 1.02% 28
2025
Q2 		$4.51M Sell
39,099
-824
-2% -$82.4K 0.88% 33
2025
Q1 		$3.81M Buy
39,923
+50
+0.1% +$5.45K 0.85% 32
2024
Q4 		$4.24M Buy
39,873
+729
+2% +$70.9K 0.93% 29
2024
Q3 		$3.14M Sell
39,144
-707
-2% -$48.8K 0.71% 42
2024
Q2 		$2.63M Sell
39,851
-342
-0.9% -$22.7K 0.6% 49
2024
Q1 		$3.1M Sell
40,193
-2,586
-6% -$204K 0.74% 42
2023
Q4 		$3.33M Sell
42,779
-392
-0.9% -$25K 0.85% 34
2023
Q3 		$2.36M Buy
43,171
+214
+0.5% +$13K 0.61% 44
2023
Q2 		$2.77M Buy
42,957
+1,088
+3% +$61.5K 0.7% 35
2023
Q1 		$2.01M Buy
41,869
+736
+2% +$32.4K 0.59% 47
2022
Q4 		$1.43M Buy
41,133
+16,115
+64% +$550K 0.43% 58
2022
Q3 		$674K Buy
25,018
+37
+0.1% +$1.26K 0.22% 95
2022
Q2 		$780K Sell
24,981
-369
-1% -$15.8K 0.24% 87
2022
Q1 		$1.71M Sell
25,350
-3,010
-11% -$247K 0.4% 60
2021
Q4 		$3.91M Sell
28,360
-520
-2% -$76K 0.92% 25
2021
Q3 		$3.92M Sell
28,880
-310
-1% -$46.5K 0.97% 22
2021
Q2 		$4.26M Buy
29,190
+720
+3% +$88.7K 1.04% 22
2021
Q1 		$3.15M Buy
28,470
+2,100
+8% +$254K 0.87% 27
2020
Q4 		$2.98M Sell
26,370
-930
-3% -$97.6K 0.93% 24
2020
Q3 		$2.79M Sell
27,300
-1,870
-6% -$186K 1.07% 23
2020
Q2 		$2.77M Buy
29,170
+2,210
+8% +$153K 1.18% 22
2020
Q1 		$1.12M Sell
26,960
-540
-2% -$24.3K 0.62% 35
2019
Q4 		$1.09M Buy
+27,500
New +$930K 0.48% 39

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Independent Solutions Wealth Management's SHOP Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Shopify (SHOP) stake by 0.56% in Q2 2026, selling an estimated $22.6K and leaving 35,063 shares worth $4M. The position accounts for 0.52% of the portfolio, ranked #54.

Independent Solutions Wealth Management first reported a position in SHOP in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.81M in Q4 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Independent Solutions Wealth Management held 35,063 shares of Shopify worth $4M as of Q2 2026.
  • Independent Solutions Wealth Management sold 198 Shopify shares in Q2 2026, an estimated $22.6K.
  • Shopify made up 0.52% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Independent Solutions Wealth Management first reported a position in Shopify in Q4 2019 and has held it in 27 quarters since.
  • Independent Solutions Wealth Management's Shopify position peaked at $5.81M in Q4 2025.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.