ITDD
iShares LifePath Target Date 2040 ETF
1W: -1.0%
1M: +0.5%
3M: +2.3%
YTD: +5.6%
1Y: +17.5%
$37.81
+0.40 (+1.07%)
After Hours: $37.83 (+0.02, +0.04%)
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$91M
Holdings7,606
Top 10 Wt16.1%
Volume23,367
Avg Volume20,621
Beta0.75
Portfolio Fundamentals
P/E19.9
P/B5.0
Div Yield1.77%
ROE26.7%
% Profitable21%
Inception2023-10-23
Sector Allocation
Other
24.1%
Technology
20.8%
Financial Services
11.1%
Industrials
8.8%
Consumer Cyclical
6.4%
Communication Services
5.8%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 3.25% | $3.0M | 13,648 |
| 2 | APPLE INC | AAPL | 2.68% | $2.5M | 8,401 |
| 3 | MICROSOFT CORP | MSFT | 1.96% | $1.8M | 4,325 |
| 4 | AMAZON.COM INC | AMZN | 1.59% | $1.5M | 5,594 |
| 5 | ALPHABET INC CLASS A | GOOGL | 1.44% | $1.3M | 3,390 |
| 6 | BROADCOM INC | AVGO | 1.21% | $1.1M | 2,693 |
| 7 | ALPHABET INC CLASS C | GOOG | 1.16% | $1.1M | 2,760 |
| 8 | TAIWAN SEMICONDUCTOR MANUFACTURING | 2330.TW | 1.13% | $1.1M | 14,806 |
| 9 | META PLATFORMS INC CLASS A | META | 0.83% | $778,234 | 1,273 |
| 10 | TESLA INC | TSLA | 0.72% | $674,625 | 1,645 |