ITDD
iShares LifePath Target Date 2040 ETF
1W: -1.2%
1M: -1.2%
3M: +1.7%
YTD: +9.5%
1Y: +12.3%
$38.77
+0.23 (+0.61%)
Weekly Expected Move ±1.1%
$38
$38
$39
$39
$40
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$106M
Holdings7,886
Top 10 Wt15.9%
Volume22,035
Avg Volume19,799
Beta0.74
Portfolio Fundamentals
P/E10.5
P/B5.0
Div Yield1.75%
ROE50.6%
% Profitable22%
Inception2023-10-17
Sector Allocation
Technology
22.5%
Other
21.9%
Financial Services
12.1%
Industrials
8.8%
Healthcare
6.3%
Consumer Cyclical
6.1%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA | NVDA | 3.25% | $3.9M | 17,493 |
| 2 | APPLE | AAPL | 2.84% | $3.4M | 10,842 |
| 3 | MICROSOFT | MSFT | 2.27% | $2.7M | 5,571 |
| 4 | AMAZON.COM INC | AMZN | 1.52% | $1.8M | 7,274 |
| 5 | TAIWAN SEMICONDUCTOR MANUFACTURING | 2330.TW | 1.23% | $1.5M | 18,921 |
| 6 | ALPHABET CLASS A | GOOGL | 1.20% | $1.4M | 4,369 |
| 7 | BROADCOM INC | AVGO | 1.06% | $1.3M | 3,489 |
| 8 | ALPHABET CLASS C | GOOG | 0.97% | $1.2M | 3,565 |
| 9 | META PLATFORMS CLASS A | META | 0.89% | $1.1M | 1,648 |
| 10 | MICRON TECHNOLOGY | MU | 0.72% | $868,769 | 845 |
Recent Holding Changes
| Date | Holding | Change | Details |
|---|---|---|---|
| 2026-09-11 | DOUG | Changed | 57 → 62 |
| 2026-09-11 | CIE.MC | Changed | 21 → 23 |
| 2026-09-11 | 3038.T | Changed | 125 → 135 |
| 2026-09-11 | EXPO | Changed | 36 → 39 |
| 2026-09-11 | BANKBARODA.BO | Changed | 760 → 809 |