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Ivy Funds - Ivy Balanced Fund

Hypotheticals Contact Info Symbols SEC Sources Holdings/Transactions Report Options Columns to Show Preferences

Last Activity: 2009-08-27Fund Class: Mixed-Asset Target Allocation Growth

Transactions: Currently showing holdings/transactions Filed between 2009-05-29 and 2009-08-27
Prices: Currenty using base stock prices on Filing Date compared to stock prices on 2009-11-20

Hypotheticals
Hypotheticals use the owners holdings and changes reported as a model portfolio combining with stock price changes between the base price date and end price date. All results/returns are hypothetical and are not actual results!
 
Base Value:$478,265Current Value:$524,123
Change:$45,85 9 Performance:9.58 %

Worst Move:Lost $-616 on changes made with Dr Horton Inc (DHI) buying shares when price went down.
Best Move:Made $811 on changes made with Illinois Tool Works Inc (ITW) buying shares when price went up.
Best Save:Saved $-1,071 on changes made with Caterpillar Inc (CAT) selling shares when price went down.
Missed Move:Missed $729 on changes made with Fluor Corp (FLR) selling shares when price went up.

Show: (if you do not see any data recheck box below)

Contact Information

6300 Lamar Avenue,P. O. Box 29217,Overland Park Ks 66202,
Phone: 913-236-2000 Fax: Website:

Symbols

ibnax ibnyx ibncx ibnbx

SEC Sources

Form TypeFiledAs-Of/OnSec Filename
N-CSR2009-06-052009-03-31edgar/data/52858/0001105607-09-000113.txt
N-Q2009-08-272009-06-30edgar/data/52858/0001105607-09-000162.txt

Reporting Options

Use 'As-Of/On' instead of 'Filed' for dates: Begin date: End date:
A begin price of 1900-01-01 will use the date filed for begin price: Begin Price date: End Price date:
- report date span limited to 100 days, all dates in format of yyyy-mm-dd, all fields required!

Show/Hide Columns

Filed As-Of/On Form FullName
Symbol Country Industry Shares
Activity Shares Change Shares Change Pct. Hypothetical Old Value
Hypothetical New Value Hypothetical Value Change Hypothetical Return Hypothetical Results
Director Ten Pct Other Officer
Officer Title History News Articles

   

Holdings/Transactions

FiledAs-Of/OnFormFullnameSymbolCountryIndustrySharesActivityShares ChangeShares Pct. ChangeHypothetical Old ValueHypothetical New Value Hypothetical Value Chg.Hypothetical ReturnHypothetical Results Director Other Ten Pct Officer Officer Title News Article History
2009-08-272009-06-30 N-QTransocean IncRIGKYOil-Field Services 0Sold All-21-100 %---8.35 % $-136News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Transocean Inc
2009-08-272009-06-30 N-QColgate-Palmolive CoCLUSCosmetics And Toiletries 178Sold Some-29-14.00 %$13,035$14,947$1,91214.66 % $-311News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Colgate-Palmolive Co
2009-08-272009-06-30 N-QPnc Financial Services Group IncPNCUSSuper-Regional Banks-Us 53Sold Some-2-3.63 %$2,238$2,907$66829.86 % $-25News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Pnc Financial Services Group Inc
2009-08-272009-06-30 N-QCisco Systems IncCSCOUSNetworking Products 200Sold Some-9-4.30 %$4,376$4,692$3167.22 % $-14News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Cisco Systems Inc
2009-08-272009-06-30 N-QSmith International IncSIIUSOil-Field Services 80Sold Some-6-6.97 %$2,304$2,158$-146-6.35 % $11News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Smith International Inc
2009-08-272009-06-30 N-QStryker CorpSYKUSMedical Products 25Sold Some-1-3.84 %$1,036$1,218$18317.64 % $-7News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Stryker Corp
2009-08-272009-06-30 N-QBaxter International IncBAXUSMedical Products 17Sold Some-1-5.55 %$966$924$-42-4.38 % $2News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Baxter International Inc
2009-08-272009-06-30 N-QBp PlcBPDEOil Comp-Integrated 69Sold Some-70-50.35 %$3,580$3,990$41111.46 % $-417News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Bp Plc
2009-08-272009-06-30 N-QGeneral Dynamics CorpGDUSAerospace/Defense 33Sold Some-40-54.79 %$1,978$2,194$21510.87 % $-261News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of General Dynamics Corp
2009-08-272009-06-30 N-QHome Depot IncHDUSRetail-Building Products 101Sold Some-5-4.71 %$2,783$2,745$-37-1.34 % $2News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Home Depot Inc
2009-08-272009-06-30 N-QIllinois Tool Works IncITWUSDiversified Manufact Op 63Sold Some-2-3.07 %$2,690$3,119$42915.94 % $-14News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Illinois Tool Works Inc
2009-08-272009-06-30 N-QNucor CorpNUEUSSteel-Producers 59Sold Some-4-6.34 %$2,647$2,427$-220-8.31 % $15News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Nucor Corp
2009-08-272009-06-30 N-QXto Energy IncXTOUSOil Comp-Explor And Prodtn 108Sold Some-7-6.08 %$4,216$4,440$2245.30 % $-14News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Xto Energy Inc
2009-08-272009-06-30 N-QEmerson Electric CoEMRUSElectric Products-Misc 187Added More63.31 %$6,999$7,794$79511.35 % $26News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Emerson Electric Co
2009-08-272009-06-30 N-QRio Tinto LtdRTNTF.PKGBMetal-Diversified 22Sold Some-2-8.33 %---- % News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Rio Tinto Ltd
2009-08-272009-06-30 N-QBristol-Myers Squibb CoBMYBEMedical-Drugs 48Sold Some-2-4.00 %$1,093$1,174$817.37 % $-3News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Bristol-Myers Squibb Co
2009-08-272009-06-30 N-QHalliburton CoHALUSOil-Field Services 171Sold Some-5-2.84 %$4,172$5,109$93722.45 % $-27News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Halliburton Co
2009-08-272009-06-30 N-QKohls CorpKSSUSRetail-Regnl Dept Store 41Sold Some-2-4.65 %$2,177$2,212$351.61 % $-2News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Kohls Corp
2009-08-272009-06-30 N-QMacys IncMUSRetail-Regnl Dept Store 176New Holding176100 %$2,754$3,011$2579.32 % $257News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Macys Inc
2009-08-272009-06-30 N-QDr Horton IncDHIUSBldg-Residential/Commer 195New Holding195100 %$2,638$2,022$-616-23.35 % $-616News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Dr Horton Inc
2009-08-272009-06-30 N-QNike IncNKEUSAthletic Footwear 36Sold Some-2-5.26 %$2,046$2,301$25512.47 % $-14News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Nike Inc
2009-08-272009-06-30 N-QCme Group IncCMEUSFinance-Other Services 20Added More753.84 %$5,558$6,460$90216.22 % $316News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Cme Group Inc
2009-08-272009-06-30 N-QDiageo PlcDEODEBeverages-Wine/Spirits 65Sold Some-5-7.14 %$4,041$4,417$3769.29 % $-29News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Diageo Plc
2009-08-272009-06-30 N-QAir Products And Chemicals IncAPDUSIndustrial Gases 52Sold Some-4-7.14 %$3,933$4,282$3488.85 % $-27News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Air Products And Chemicals Inc
2009-08-272009-06-30 N-QEnbridge IncENBCAPipelines 59Sold Some-4-6.34 %$2,213$2,438$22510.15 % $-15News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Enbridge Inc
2009-08-272009-06-30 N-QBerkshire Hathaway IncBRK.AUSReinsurance 1No Change00 %---- % News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Berkshire Hathaway Inc
2009-08-272009-06-30 N-QConsolidated Communications Hldgs IncC8C.BEUSTelecom Services 179Sold Some-13-6.77 %---- % News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Consolidated Communications Hldgs Inc
2009-08-272009-06-30 N-QDentsply International IncXRAYUSDental Supplies And Equip 94Sold Some-5-5.05 %$3,220$3,089$-132-4.08 % $7News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Dentsply International Inc
2009-08-272009-06-30 N-QMicrosoft CorpMSFTUSApplications Software 251Sold Some-15-5.63 %$6,197$7,435$1,23719.96 % $-74News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Microsoft Corp
2009-08-272009-06-30 N-QWeatherford International LtdWFTBMOil-Field Services 143Sold Some-10-6.53 %$2,933$2,421$-512-17.45 % $36News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Weatherford International Ltd
2009-08-272009-06-30 N-QWynn Resorts LtdWYNNUSCasino Hotels 28New Holding28100 %$1,578$1,789$21113.34 % $211News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Wynn Resorts Ltd
2009-08-272009-06-30 N-QWal-Mart Stores IncWMTUSRetail-Discount 133Added More3941.48 %$6,815$7,219$4045.93 % $119News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Wal-Mart Stores Inc
2009-08-272009-06-30 N-QExxon Mobil CorpXOMUSOil Comp-Integrated 164Sold Some-32-16.32 %$11,621$12,198$5774.96 % $-113News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Exxon Mobil Corp
2009-08-272009-06-30 N-QRaytheon CoRTNUSAerospace/Defense 106Sold Some-7-6.19 %$5,063$5,363$3005.92 % $-20News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Raytheon Co
2009-08-272009-06-30 N-QAllergan Incunited StatesAGNUSMedical-Drugs 40Sold Some-1-2.43 %$2,233$2,345$1125.01 % $-3News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Allergan Incunited States
2009-08-272009-06-30 N-QGilead Sciences IncGILDUSTherapeutics 86Sold Some-4-4.44 %$3,941$3,990$491.24 % $-2News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Gilead Sciences Inc
2009-08-272009-06-30 N-QHewlett-Packard CoHPQUSComputers 172Sold Some-24-12.24 %$7,707$8,607$90011.67 % $-126News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Hewlett-Packard Co
2009-08-272009-06-30 N-QFluor CorpFLRUSEngineering/R And D Services 107Sold Some-5-4.46 %$5,788$4,742$-1,045-18.06 % $49News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Fluor Corp
2009-08-272009-06-30 N-QTravelers Cos InctheTRVUSProperty/Casualty Ins 132Sold Some-7-5.03 %$6,494$6,914$4206.46 % $-22News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Travelers Cos Incthe
2009-08-272009-06-30 N-QExelon CorpEXCUSElectric-Integrated 53Sold Some-3-5.35 %$2,681$2,481$-200-7.47 % $11News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Exelon Corp
2009-08-272009-06-30 N-QLockheed Martin CorpLMTUSAerospace/Defense 55Sold Some-3-5.17 %$4,155$4,186$310.74 % $-2News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Lockheed Martin Corp
2009-08-272009-06-30 N-QLowes Cos IncLOWUSRetail-Building Products 55New Holding55100 %$1,194$1,174$-19-1.61 % $-19News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Lowes Cos Inc
2009-08-272009-06-30 N-QIowa Telecommunications Services IncIWAUSTelecom Services 75Sold Some-6-7.40 %$885$935$505.59 % $-4News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Iowa Telecommunications Services Inc
2009-08-272009-06-30 N-QJohnson And JohnsonJNJUSMedical Products 62Sold Some-12-16.21 %$3,750$3,863$1133.00 % $-22News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Johnson And Johnson
2009-08-272009-06-30 N-QNordstrom IncJWNUSRetail-Apparel/Shoe 0Sold All-157-100 %---19.33 % $-864News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Nordstrom Inc
2009-08-272009-06-30 N-QUs BancorpUSBUSSuper-Regional Banks-Us 108Sold Some-8-6.89 %$2,403$2,515$1124.67 % $-8News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Us Bancorp
2009-08-272009-06-30 N-QPepsico IncncPEPUSBeverages-Non-Alcoholic 141Sold Some-19-11.87 %$8,144$8,753$6097.47 % $-82News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Pepsico Incnc
2009-08-272009-06-30 N-QMcdonalds CorpMCDUSRetail-Restaurants 68Sold Some-5-6.84 %$3,887$4,350$46311.91 % $-34News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Mcdonalds Corp
2009-08-272009-06-30 N-QNational Oilwell Varco IncNOVUSOil Field Mach And Equip 90Sold Some-6-6.25 %$3,416$3,851$43512.72 % $-29News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of National Oilwell Varco Inc
2009-08-272009-06-30 N-QPhilip Morris International IncPMUSTobacco 206Sold Some-13-5.93 %$9,532$10,244$7137.47 % $-45News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Philip Morris International Inc
2009-08-272009-06-30 N-QMonsanto CoMONUSAgricultural Chemicals 59Sold Some-4-6.34 %$4,993$4,725$-268-5.36 % $18News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Monsanto Co
2009-08-272009-06-30 N-QSchlumberger LtdSLBANOil-Field Services 160Sold Some-10-5.88 %$9,104$10,134$1,03011.31 % $-64News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Schlumberger Ltd
2009-08-272009-06-30 N-QChevron CorpCVXBEOil Comp-Integrated 0Sold All-44-100 %---8.12 % $-254News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Chevron Corp
2009-08-272009-06-30 N-QApple IncAAPLUSComputers 21Sold Some-1-4.54 %$3,558$4,198$64017.98 % $-30News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Apple Inc
2009-08-272009-06-30 N-QExpeditors International Of Washington IncEXPDUSTransport-Services 43Sold Some-2-4.44 %$1,412$1,384$-28-2.00 % $1News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Expeditors International Of Washington Inc
2009-08-272009-06-30 N-QAltria Group IncMOUSTobacco 115Sold Some-4-3.36 %$2,101$2,183$823.88 % $-3News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Altria Group Inc
2009-08-272009-06-30 N-QAt And T IncTUSTelephone-Integrated 163Sold Some-48-22.74 %$4,306$4,241$-65-1.51 % $19News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of At And T Inc
2009-08-272009-06-30 N-QAbbott LaboratoriesABTUSMedical-Drugs 233Sold Some-23-8.98 %$10,860$12,498$1,63815.08 % $-162News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Abbott Laboratories
2009-08-272009-06-30 N-QJpmorgan Chase And CoJPMUSFinance-Invest Bnkr/Brkr 179New Holding179100 %$7,778$7,600$-177-2.27 % $-177News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Jpmorgan Chase And Co
2009-08-272009-06-30 N-QZimmer Holdings IncZMHUSMedical Products 30Sold Some-1-3.22 %$1,457$1,708$25117.21 % $-8News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Zimmer Holdings Inc
2009-08-272009-06-30 N-QDominion Resources IncvaDUSElectric-Integrated 72Sold Some-5-6.49 %$2,408$2,619$2108.72 % $-15News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Dominion Resources Incva
2009-08-272009-06-30 N-QMedtronic IncMDTUSMedical Instruments 101Sold Some-7-6.48 %$3,937$4,002$651.64 % $-4News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Medtronic Inc
2009-08-272009-06-30 N-QAce LtdACEBEMulti-Line Insurance 48Sold Some-4-7.69 %$2,513$2,387$-126-5.02 % $11News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Ace Ltd
2009-08-272009-06-30 N-QTarget CorpTGTUSRetail-Discount 45New Holding45100 %$2,128$2,136$80.35 % $8News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Target Corp
2009-06-052009-03-31 N-CSRRaytheon CoRTNUSAerospace/Defense 113Added More1110.78 %$5,223$5,717$4949.45 % $48News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Raytheon Co
2009-06-052009-03-31 N-CSRMonsanto CoMONUSAgricultural Chemicals 63Added More610.52 %$5,165$5,045$-120-2.31 % $-11News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Monsanto Co
2009-06-052009-03-31 N-CSRDouglas Emmett IncDEIUSReits-Office Property 0Sold All-123-100 %---35.86 % $-435News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Douglas Emmett Inc
2009-06-052009-03-31 N-CSRAllergan Incunited StatesAGNUSMedical-Drugs 41Sold Some-10-19.60 %$1,871$2,403$53328.46 % $-130News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Allergan Incunited States
2009-06-052009-03-31 N-CSRBank Of America CorpBACUSSuper-Regional Banks-Us 0Sold All-76-100 %---35.66 % $-321News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Bank Of America Corp
2009-06-052009-03-31 N-CSRPnc Financial Services Group IncPNCUSSuper-Regional Banks-Us 55New Holding55100 %$2,311$3,016$70530.50 % $705News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Pnc Financial Services Group Inc
2009-06-052009-03-31 N-CSRAllstate CorptheALLUSMulti-Line Insurance 0Sold All-126-100 %---16.24 % $-513News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Allstate Corpthe
2009-06-052009-03-31 N-CSRCisco Systems IncCSCOUSNetworking Products 209Sold Some-47-18.35 %$4,153$4,903$75018.06 % $-169News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Cisco Systems Inc
2009-06-052009-03-31 N-CSRGilead Sciences IncGILDUSTherapeutics 90Sold Some-20-18.18 %$4,012$4,175$1634.06 % $-36News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Gilead Sciences Inc
2009-06-052009-03-31 N-CSRSmith International IncSIIUSOil-Field Services 86Added More911.68 %$2,546$2,319$-226-8.88 % $-24News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Smith International Inc
2009-06-052009-03-31 N-CSRSchlumberger LtdSLBANOil-Field Services 170Added More42.40 %$9,736$10,768$1,03210.59 % $24News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Schlumberger Ltd
2009-06-052009-03-31 N-CSRStryker CorpSYKUSMedical Products 26New Holding26100 %$1,052$1,267$21520.38 % $215News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Stryker Corp
2009-06-052009-03-31 N-CSRHewlett-Packard CoHPQUSComputers 196Sold Some-14-6.66 %$7,321$9,808$2,48733.97 % $-178News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Hewlett-Packard Co
2009-06-052009-03-31 N-CSRBaxter International IncBAXUSMedical Products 18New Holding18100 %$856$978$12214.23 % $122News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Baxter International Inc
2009-06-052009-03-31 N-CSRAce LtdACEBEMulti-Line Insurance 52Added More510.63 %$2,393$2,586$1938.08 % $19News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Ace Ltd
2009-06-052009-03-31 N-CSRBp PlcBPDEOil Comp-Integrated 139Sold Some-8-5.44 %$7,000$8,038$1,03814.83 % $-60News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Bp Plc
2009-06-052009-03-31 N-CSRFluor CorpFLRUSEngineering/R And D Services 112Sold Some-85-43.14 %$5,925$4,964$-961-16.21 % $729News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Fluor Corp
2009-06-052009-03-31 N-CSRGeneral Dynamics CorpGDUSAerospace/Defense 73Sold Some-16-17.97 %$4,413$4,852$4399.95 % $-96News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of General Dynamics Corp
2009-06-052009-03-31 N-CSRCaterpillar IncCATBEMachinery-Constr And Mining 0Sold All-55-100 %---50.63 % $-1,071News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Caterpillar Inc
2009-06-052009-03-31 N-CSRHome Depot IncHDUSRetail-Building Products 106New Holding106100 %$2,562$2,881$31912.45 % $319News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Home Depot Inc
2009-06-052009-03-31 N-CSRTravelers Cos InctheTRVUSProperty/Casualty Ins 139Sold Some-15-9.74 %$6,081$7,281$1,20019.72 % $-129News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Travelers Cos Incthe
2009-06-052009-03-31 N-CSRIllinois Tool Works IncITWUSDiversified Manufact Op 65New Holding65100 %$2,407$3,218$81133.70 % $811News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Illinois Tool Works Inc
2009-06-052009-03-31 N-CSRChevron CorpCVXBEOil Comp-Integrated 44Sold Some-9-16.98 %$3,052$3,378$32610.66 % $-67News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Chevron Corp
2009-06-052009-03-31 N-CSRNucor CorpNUEUSSteel-Producers 63Added More610.52 %$2,994$2,591$-403-13.46 % $-38News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Nucor Corp
2009-06-052009-03-31 N-CSRExelon CorpEXCUSElectric-Integrated 56Sold Some-13-18.84 %$2,714$2,621$-92-3.40 % $21News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Exelon Corp
2009-06-052009-03-31 N-CSRXto Energy IncXTOUSOil Comp-Explor And Prodtn 115Added More10.87 %$4,664$4,728$631.35 % $1News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Xto Energy Inc
2009-06-052009-03-31 N-CSRZimmer Holdings IncZMHUSMedical Products 31Sold Some-7-18.42 %$1,348$1,765$41730.91 % $-94News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Zimmer Holdings Inc
2009-06-052009-03-31 N-CSREmerson Electric CoEMRUSElectric Products-Misc 181Added More1710.36 %$6,371$7,544$1,17318.40 % $110News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Emerson Electric Co
2009-06-052009-03-31 N-CSRLockheed Martin CorpLMTUSAerospace/Defense 58New Holding58100 %$4,998$4,414$-584-11.68 % $-584News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Lockheed Martin Corp
2009-06-052009-03-31 N-CSRRio Tinto LtdRTNTF.PKGBMetal-Diversified 24Added More314.28 %---- % News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Rio Tinto Ltd
2009-06-052009-03-31 N-CSRApple IncAAPLUSComputers 22Sold Some-5-18.51 %$3,183$4,398$1,21638.19 % $-276News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Apple Inc
2009-06-052009-03-31 N-CSRBristol-Myers Squibb CoBMYBEMedical-Drugs 50New Holding50100 %$997$1,223$22722.72 % $227News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Bristol-Myers Squibb Co
2009-06-052009-03-31 N-CSRTransocean IncRIGKYOil-Field Services 21Added More210.52 %$1,731$1,760$291.66 % $3News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Transocean Inc
2009-06-052009-03-31 N-CSRHalliburton CoHALUSOil-Field Services 176Added More88100.00 %$4,016$5,259$1,24330.93 % $621News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Halliburton Co
2009-06-052009-03-31 N-CSRIowa Telecommunications Services IncIWAUSTelecom Services 81Added More810.95 %$1,033$1,009$-23-2.27 % $-2News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Iowa Telecommunications Services Inc
2009-06-052009-03-31 N-CSRKohls CorpKSSUSRetail-Regnl Dept Store 43Sold Some-9-17.30 %$1,977$2,320$34417.38 % $-72News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Kohls Corp
2009-06-052009-03-31 N-CSRExpeditors International Of Washington IncEXPDUSTransport-Services 45Sold Some-11-19.64 %$1,535$1,448$-86-5.63 % $21News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Expeditors International Of Washington Inc
2009-06-052009-03-31 N-CSRJohnson And JohnsonJNJUSMedical Products 74Sold Some-17-18.68 %$4,139$4,611$47211.40 % $-108News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Johnson And Johnson
2009-06-052009-03-31 N-CSRDominion Resources IncvaDUSElectric-Integrated 77Added More811.59 %$2,466$2,800$33513.58 % $35News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Dominion Resources Incva
2009-06-052009-03-31 N-CSRNike IncNKEUSAthletic Footwear 38Sold Some-8-17.39 %$2,215$2,429$2149.65 % $-45News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Nike Inc
2009-06-052009-03-31 N-CSRNordstrom IncJWNUSRetail-Apparel/Shoe 157Added More1510.56 %$3,311$5,330$2,01960.97 % $193News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Nordstrom Inc
2009-06-052009-03-31 N-CSRCme Group IncCMEUSFinance-Other Services 13Sold Some-5-27.77 %$4,354$4,199$-155-3.56 % $60News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Cme Group Inc
2009-06-052009-03-31 N-CSRAltria Group IncMOUSTobacco 119New Holding119100 %$2,027$2,259$23211.45 % $232News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Altria Group Inc
2009-06-052009-03-31 N-CSRDiageo PlcDEODEBeverages-Wine/Spirits 70Added More711.11 %$3,780$4,757$97725.83 % $98News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Diageo Plc
2009-06-052009-03-31 N-CSRGoldman Sachs Group InctheGSUSFinance-Invest Bnkr/Brkr 0Sold All-15-100 %---14.09 % $-315News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Goldman Sachs Group Incthe
2009-06-052009-03-31 N-CSRAir Products And Chemicals IncAPDUSIndustrial Gases 56Sold Some-46-45.09 %$3,821$4,611$79020.68 % $-649News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Air Products And Chemicals Inc
2009-06-052009-03-31 N-CSRUs BancorpUSBUSSuper-Regional Banks-Us 116Sold Some-30-20.54 %$2,088$2,702$61429.38 % $-159News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Us Bancorp
2009-06-052009-03-31 N-CSREnbridge IncENBCAPipelines 63Added More610.52 %$2,196$2,603$40718.53 % $39News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Enbridge Inc
2009-06-052009-03-31 N-CSRTarget CorpTGTUSRetail-Discount 0Sold All-27-100 %---17.21 % $-188News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Target Corp
2009-06-052009-03-31 N-CSRBerkshire Hathaway IncBRK.AUSReinsurance 1No Change00 %---- % News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Berkshire Hathaway Inc
2009-06-052009-03-31 N-CSRPepsico IncncPEPUSBeverages-Non-Alcoholic 160Sold Some-10-5.88 %$8,781$9,933$1,15213.11 % $-72News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Pepsico Incnc
2009-06-052009-03-31 N-CSRConsolidated Communications Hldgs IncC8C.BEUSTelecom Services 192Added More1910.98 %---- % News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Consolidated Communications Hldgs Inc
2009-06-052009-03-31 N-CSRAt And T IncTUSTelephone-Integrated 211Added More3117.22 %$5,182$5,490$3085.94 % $45News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of At And T Inc
2009-06-052009-03-31 N-CSRIntercontinentalexchange IncICEBEFinance-Other Services 0Sold All-22-100 %----7.04 % $178News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Intercontinentalexchange Inc
2009-06-052009-03-31 N-CSRDentsply International IncXRAYUSDental Supplies And Equip 99Sold Some-22-18.18 %$2,921$3,253$33211.35 % $-74News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Dentsply International Inc
2009-06-052009-03-31 N-CSRMcdonalds CorpMCDUSRetail-Restaurants 73Added More710.60 %$4,371$4,670$2996.84 % $29News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Mcdonalds Corp
2009-06-052009-03-31 N-CSRNrg Energy IncNRGUSIndepend Power Producer 0Sold All-118-100 %---6.96 % $-183News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Nrg Energy Inc
2009-06-052009-03-31 N-CSRMicrosoft CorpMSFTUSApplications Software 266Sold Some-10-3.62 %$5,889$7,879$1,99033.78 % $-75News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Microsoft Corp
2009-06-052009-03-31 N-CSRMedtronic IncMDTUSMedical Instruments 108Added More1111.34 %$3,667$4,279$61216.70 % $62News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Medtronic Inc
2009-06-052009-03-31 N-CSRWeatherford International LtdWFTBMOil-Field Services 153Added More1510.86 %$3,156$2,590$-566-17.93 % $-56News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Weatherford International Ltd
2009-06-052009-03-31 N-CSRNational Oilwell Varco IncNOVUSOil Field Mach And Equip 96Added More910.34 %$3,644$4,108$46412.72 % $43News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of National Oilwell Varco Inc
2009-06-052009-03-31 N-CSRAbbott LaboratoriesABTUSMedical-Drugs 256Sold Some-5-1.91 %$11,515$13,732$2,21719.25 % $-43News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Abbott Laboratories
2009-06-052009-03-31 N-CSRWal-Mart Stores IncWMTUSRetail-Discount 94No Change00 %$4,801$5,102$3026.28 % $0News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Wal-Mart Stores Inc
2009-06-052009-03-31 N-CSRPhilip Morris International IncPMUSTobacco 219Added More52.33 %$9,658$10,891$1,23312.76 % $28News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Philip Morris International Inc
2009-06-052009-03-31 N-CSRExxon Mobil CorpXOMUSOil Comp-Integrated 196Sold Some-4-2.00 %$14,302$14,578$2761.93 % $-6News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Exxon Mobil Corp
2009-06-052009-03-31 N-CSRColgate-Palmolive CoCLUSCosmetics And Toiletries 207Sold Some-20-8.81 %$14,676$17,382$2,70518.43 % $-261News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Colgate-Palmolive Co
2009-06-052009-03-31 N-CSRGenentech IncDNAUSMedical-Biomedical/Gene 0Sold All-48-100 %---- % News Article History of Ivy Funds - Ivy Balanced Fund Ownership Of Genentech Inc
Returned 131 Records!
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