Bancroft Fund shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Bancroft Fund (BCV) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Bancroft Fund
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Quarterly reported holdings in Bancroft Fund by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $157k | 6.0k | 25.99 |
| 2022-12-31 | $169k | 10k | 16.38 |
| 2022-09-30 | $172k | 10k | 16.70 |
| 2022-06-30 | $186k | 10k | 18.06 |
| 2022-03-31 | $235k | 10k | 22.82 |
| 2021-12-31 | $272k | 10k | 26.41 |
| 2021-09-30 | $305k | 10k | 29.61 |
| 2021-06-30 | $330k | 10k | 32.04 |
| 2021-03-31 | $304k | 10k | 29.52 |
| 2020-12-31 | $310k | 10k | 30.10 |
| 2020-09-30 | $256k | 10k | 24.86 |
| 2020-06-30 | $247k | 10k | 23.89 |
| 2020-03-31 | $201k | 10k | 19.44 |
| 2019-12-31 | $280k | 280 | 1000.00 |
| 2019-09-30 | $254k | 11k | 23.64 |
| 2019-06-30 | $244k | 11k | 22.43 |
| 2019-03-31 | $238k | 11k | 21.35 |
| 2018-12-31 | $208k | 11k | 18.66 |
| 2018-09-30 | $266k | 12k | 23.02 |
| 2018-06-30 | $255k | 12k | 21.86 |
| 2018-03-31 | $248k | 12k | 21.16 |
| 2017-12-31 | $255k | 12k | 21.74 |
| 2017-09-30 | $234k | 11k | 21.85 |
| 2017-06-30 | $231k | 11k | 21.57 |
More positions owned by Institute For Wealth Management
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