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IFG Advisors’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

IFG Advisors’s Portfolio UMMA Stock Details UMMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$364K Sell
9,233
-400
-4% -$14.4K 0.05% 117
2026
Q1 		$295K Sell
9,633
-92
-0.9% -$2.95K 0.05% 120
2025
Q4 		$288K Buy
9,725
+534
+6% +$15.3K 0.05% 124
2025
Q3 		$253K Buy
9,191
+1
+0% +$27 0.04% 133
2025
Q2 		$245K Buy
9,190
+139
+2% +$3.45K 0.04% 144
2025
Q1 		$216K Sell
9,051
-99
-1% -$2.45K 0.04% 141
2024
Q4 		$216K Buy
9,150
+2
+0% +$49 0.04% 138
2024
Q3 		$234K Buy
9,148
+51
+0.6% +$1.27K 0.05% 128
2024
Q2 		$225K Buy
9,097
+24
+0.3% +$581 0.05% 127
2024
Q1 		$218K Buy
9,073
+21
+0.2% +$486 0.06% 122
2023
Q4 		$206K Sell
9,052
-3,261
-26% -$68.5K 0.06% 118
2023
Q3 		$248K Buy
12,313
+279
+2% +$5.95K 0.09% 103
2023
Q2 		$265K Buy
12,034
+67
+0.6% +$1.45K 0.09% 102
2023
Q1 		$256K Buy
11,967
+3
+0% +$62 0.1% 101
2022
Q4 		$232K Buy
11,964
+149
+1% +$2.75K 0.1% 106
2022
Q3 		$198K Buy
11,815
+715
+6% +$13.7K 0.1% 105
2022
Q2 		$213K Buy
+11,100
New +$226K 0.11% 98

Other funds holding UMMA

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IFG Advisors's UMMA Position: Q2 2026 in Review

IFG Advisors reduced its Wahed Dow Jones Islamic World ETF (UMMA) stake by 4.2% in Q2 2026, selling an estimated $14.4K and leaving 9,233 shares worth $364K. The position accounts for 0.05% of the portfolio, ranked #117.

IFG Advisors first reported a position in UMMA in Q2 2022 and has held it in 17 quarters since. 15 funds tracked by Wall St. Rank hold UMMA as of Q2 2026.

  • IFG Advisors held 9,233 shares of Wahed Dow Jones Islamic World ETF worth $364K as of Q2 2026.
  • IFG Advisors sold 400 Wahed Dow Jones Islamic World ETF shares in Q2 2026, an estimated $14.4K.
  • Wahed Dow Jones Islamic World ETF made up 0.05% of IFG Advisors's portfolio in Q2 2026, its #117 holding.
  • IFG Advisors first reported a position in Wahed Dow Jones Islamic World ETF in Q2 2022 and has held it in 17 quarters since.
  • 15 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.