ITDD
iShares LifePath Target Date 2040 ETF
1W: -0.5%
1M: +2.1%
3M: +3.2%
YTD: +7.0%
1Y: +18.9%
$38.02
+0.09 (+0.24%)
Weekly Expected Move ±1.7%
$36
$37
$38
$38
$39
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$95M
Holdings7,605
Top 10 Wt15.9%
Volume33,461
Avg Volume22,778
Beta0.75
Portfolio Fundamentals
P/E21.4
P/B5.3
Div Yield1.76%
ROE26.5%
% Profitable21%
Inception2023-10-23
Sector Allocation
Other
24.1%
Technology
20.9%
Financial Services
11.2%
Industrials
8.8%
Consumer Cyclical
6.4%
Healthcare
5.8%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 3.25% | $3.1M | 13,753 |
| 2 | APPLE INC | AAPL | 2.71% | $2.6M | 8,466 |
| 3 | MICROSOFT CORP | MSFT | 1.94% | $1.8M | 4,358 |
| 4 | AMAZON.COM INC | AMZN | 1.58% | $1.5M | 5,637 |
| 5 | ALPHABET INC CLASS A | GOOGL | 1.41% | $1.3M | 3,416 |
| 6 | BROADCOM INC | AVGO | 1.20% | $1.1M | 2,714 |
| 7 | ALPHABET INC CLASS C | GOOG | 1.13% | $1.1M | 2,781 |
| 8 | TAIWAN SEMICONDUCTOR MANUFACTURING | 2330.TW | 1.11% | $1.1M | 15,259 |
| 9 | META PLATFORMS INC CLASS A | META | 0.82% | $776,328 | 1,283 |
| 10 | TESLA INC | TSLA | 0.73% | $691,865 | 1,658 |