Institute for Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History

Institute for 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	$181K	Sell	487 -70	-13%	-$29.3K	0.02%	538
2026 Q1	$225K	Buy	+557	New	+$204K	0.02%	500
2020 Q1	–	Sell	-337	Closed	-$89K	–	580
2019 Q4	$89K	Sell	337 -365	-52%	-$87.3K	0.02%	483
2019 Q3	$165K	Sell	702 -48	-6%	-$12.4K	0.04%	402
2019 Q2	$222K	Sell	750 -8	-1%	-$2.49K	0.05%	412
2019 Q1	$261K	Sell	758 -30	-4%	-$10.1K	0.06%	363
2018 Q4	$221K	Sell	788 -506	-39%	-$200K	0.09%	231
2018 Q3	$659K	Sell	1,294 -16	-1%	-$8.03K	0.22%	135
2018 Q2	$688K	Buy	1,310 +8	+0.6%	+$4.28K	0.22%	140
2018 Q1	$709K	Buy	+1,302	New	+$673K	0.21%	163

Other funds holding OIH

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Institute for Wealth Management's OIH Position: Q2 2026 in Review

Institute for Wealth Management reduced its VanEck Oil Services ETF (OIH) stake by 13% in Q2 2026, selling an estimated $29.3K and leaving 487 shares worth $181K. The position accounts for 0.02% of the portfolio, ranked #538.

Institute for Wealth Management first reported a position in OIH in Q1 2018 and has held it in 10 quarters since. The position peaked at $709K in Q1 2018. 266 funds tracked by Wall St. Rank hold OIH as of Q2 2026.

Institute for Wealth Management held 487 shares of VanEck Oil Services ETF worth $181K as of Q2 2026.
Institute for Wealth Management sold 70 VanEck Oil Services ETF shares in Q2 2026, an estimated $29.3K.
VanEck Oil Services ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #538 holding.
Institute for Wealth Management first reported a position in VanEck Oil Services ETF in Q1 2018 and has held it in 10 quarters since.
Institute for Wealth Management's VanEck Oil Services ETF position peaked at $709K in Q1 2018.
266 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.