Current Market Value 8,027,690,553
Current Holdings 36
Most Recent File Date 2025-08-27
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by WLGRX - Ivy Large Cap Growth Fund Class R . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-27 2025-06-30 NPORT-P 36 8,027,691
2025-05-29 2025-03-31 NPORT-P 39 7,694,838
2025-02-27 2024-12-31 NPORT-P 37 8,443,537
2024-11-21 2024-09-30 NPORT-P 36 8,381,982
2024-08-27 2024-06-28 NPORT-P 36 8,160,033
2024-05-28 2024-03-28 NPORT-P 36 6,786,535
2024-02-27 2023-12-29 NPORT-P 36 6,238,398
2023-11-21 2023-09-29 NPORT-P 36 5,477,674
2023-08-29 2023-06-30 NPORT-P 37 5,761,464
2023-05-23 2023-03-31 NPORT-P 36 5,074,300
2023-02-27 2022-12-30 NPORT-P 38 4,597,374
2022-11-22 2022-09-30 NPORT-P 37 4,048,624
2022-08-26 2022-06-30 NPORT-P 40 4,408,902
2022-05-19 2022-03-31 NPORT-P 41 5,788,208
2022-02-23 2021-12-31 NPORT-P 39 6,526,307
2021-11-29 2021-09-30 NPORT-P 40 6,096,222
2021-08-24 2021-06-30 NPORT-P 40 6,149,889
2021-02-26 2020-12-31 NPORT-P 43 5,665,823
2020-11-24 2020-09-30 NPORT-P 42 5,325,919
2020-08-25 2020-06-30 NPORT-P 46 4,983,775
2020-05-26 2020-03-31 NPORT-P 45 4,023,523
2020-02-24 2019-12-31 NPORT-P 45 4,759,672
2019-11-21 2019-09-30 NPORT-P 56 4,507,227