Current Market Value 4,971,425,159
Current Holdings 67
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 WMGRX - Ivy Mid 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 67 4,971,425
2025-05-29 2025-03-31 NPORT-P 72 4,976,909
2025-02-27 2024-12-31 NPORT-P 74 5,940,806
2024-11-21 2024-09-30 NPORT-P 70 6,681,905
2024-08-27 2024-06-28 NPORT-P 70 6,769,107
2024-05-28 2024-03-28 NPORT-P 69 6,248,865
2024-02-27 2023-12-29 NPORT-P 69 6,035,862
2023-11-21 2023-09-29 NPORT-P 70 5,511,339
2023-08-29 2023-06-30 NPORT-P 68 6,243,536
2023-05-23 2023-03-31 NPORT-P 67 5,890,908
2023-02-27 2022-12-30 NPORT-P 68 5,284,069
2022-11-22 2022-09-30 NPORT-P 69 5,331,315
2022-08-26 2022-06-30 NPORT-P 65 5,567,124
2022-05-19 2022-03-31 NPORT-P 72 7,329,018
2022-02-23 2021-12-31 NPORT-P 68 8,440,986
2021-11-29 2021-09-30 NPORT-P 72 8,134,821
2021-08-24 2021-06-30 NPORT-P 65 8,055,730
2021-02-26 2020-12-31 NPORT-P 74 7,350,359
2020-11-24 2020-09-30 NPORT-P 68 6,013,259
2020-08-25 2020-06-30 NPORT-P 71 5,459,196
2020-05-26 2020-03-31 NPORT-P 69 3,953,969
2020-02-24 2019-12-31 NPORT-P 65 5,084,167
2019-11-21 2019-09-30 NPORT-P 79 4,834,511