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 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Institute for Wealth Management's OIH Position: Q1 2026 in Review

Institute for Wealth Management opened a new position in VanEck Oil Services ETF (OIH) in Q1 2026: 557 shares worth $225K. The stake represents 0.02% of the portfolio and ranks #500 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in OIH as recently as Q4 2019.

Institute for Wealth Management first reported a position in OIH in Q1 2018 and has held it in 9 quarters since. The position peaked at $709K in Q1 2018. 288 funds tracked by Wall St. Rank hold OIH as of Q1 2026.

Institute for Wealth Management held 557 shares of VanEck Oil Services ETF worth $225K as of Q1 2026.
VanEck Oil Services ETF was a new Institute for Wealth Management position in Q1 2026.
VanEck Oil Services ETF made up 0.02% of Institute for Wealth Management's portfolio in Q1 2026, its #500 holding.
Institute for Wealth Management first reported a position in VanEck Oil Services ETF in Q1 2018 and has held it in 9 quarters since.
Institute for Wealth Management's VanEck Oil Services ETF position peaked at $709K in Q1 2018.
288 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.