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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$45.9K Buy
1,724
+116
+7% +$3.09K ﹤0.01% 2085
2025
Q1
$38.3K Buy
1,608
+98
+6% +$2.34K ﹤0.01% 2018
2024
Q4
$35.7K Hold
1,510
﹤0.01% 1996
2024
Q3
$38.5K Buy
1,510
+108
+8% +$2.76K ﹤0.01% 1850
2024
Q2
$34.7K Buy
1,402
+215
+18% +$5.32K ﹤0.01% 1829
2024
Q1
$28.5K Buy
1,187
+51
+4% +$1.23K ﹤0.01% 1816
2023
Q4
$25.9K Buy
1,136
+47
+4% +$1.07K ﹤0.01% 1810
2023
Q3
$21.9K Buy
+1,089
New +$21.9K ﹤0.01% 1898