Castle Rock Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History

Castle Rock Wealth Management’s Portfolio OIH Stock Details OIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$250K	Hold	696	–	–	0.05%	246
2026 Q1	$278K	Sell	696 -35	-5%	-$12.8K	0.06%	224
2025 Q4	$256K	Buy	+731	New	+$205K	0.06%	233
2024 Q3	–	Sell	-3,336	Closed	-$1.04M	–	253
2024 Q2	$1.04M	Buy	3,336 +123	+4%	+$39.4K	0.26%	107
2024 Q1	$991K	Buy	3,213 +178	+6%	+$54K	0.27%	110
2023 Q4	$923K	Sell	3,035 -59	-2%	-$18.9K	0.28%	98
2023 Q3	$1.01M	Buy	3,094 +50	+2%	+$16.9K	0.34%	75
2023 Q2	$884K	Buy	3,044 +77	+3%	+$20.9K	0.3%	74
2023 Q1	$781K	Sell	2,967 -739	-20%	-$226K	0.28%	79
2022 Q4	$1.22M	Sell	3,706 -233	-6%	-$66.7K	0.55%	41
2022 Q3	$942K	Sell	3,939 -88	-2%	-$20.1K	0.47%	46
2022 Q2	$892K	Sell	4,027 -4,546	-53%	-$1.25M	0.46%	52
2022 Q1	$2.61M	Buy	+8,573	New	+$2.1M	1.2%	16

Other funds holding OIH

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

HMV Wealth Advisors Shreveport, Louisiana $257M AUM 26.62% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return