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GW&K Investment Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

GW&K Investment Management’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$409K Sell
5,826
-111
-2% -$7.96K ﹤0.01% 360
2025
Q4 		$412K Sell
5,937
-54
-0.9% -$3.71K ﹤0.01% 355
2025
Q3 		$408K Buy
+5,991
New +$396K ﹤0.01% 354

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GW&K Investment Management's DGRO Position: Q1 2026 in Review

GW&K Investment Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.9% in Q1 2026, selling an estimated $7.96K and leaving 5,826 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

GW&K Investment Management first reported a position in DGRO in Q3 2025 and has held it in 3 quarters since. The position peaked at $412K in Q4 2025. 1,313 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • GW&K Investment Management held 5,826 shares of iShares Core Dividend Growth ETF worth $409K as of Q1 2026.
  • GW&K Investment Management sold 111 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $7.96K.
  • iShares Core Dividend Growth ETF made up ﹤0.01% of GW&K Investment Management's portfolio in Q1 2026, its #360 holding.
  • GW&K Investment Management first reported a position in iShares Core Dividend Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • GW&K Investment Management's iShares Core Dividend Growth ETF position peaked at $412K in Q4 2025.
  • 1,313 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.