ITDD
iShares LifePath Target Date 2040 ETF
1W: +0.2%
1M: -1.1%
3M: +0.7%
YTD: +8.2%
1Y: +8.2%
$38.52
+0.18 (+0.48%)
Weekly Expected Move ±1.1%
$37
$38
$38
$39
$39
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$105M
Holdings7,963
Top 10 Wt15.8%
Volume5,220
Avg Volume18,856
Beta0.75
Portfolio Fundamentals
P/E8.1
P/B2.6
Div Yield1.80%
ROE39.0%
% Profitable22%
Inception2023-10-17
Sector Allocation
Other
23.3%
Technology
21.7%
Financial Services
11.6%
Industrials
8.4%
Healthcare
6.7%
Consumer Cyclical
6.0%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | APPLE | AAPL | 3.13% | $3.9M | 11,207 |
| 2 | NVIDIA | NVDA | 3.06% | $3.8M | 18,082 |
| 3 | MICROSOFT | MSFT | 2.43% | $3.0M | 5,759 |
| 4 | AMAZON.COM INC | AMZN | 1.50% | $1.9M | 7,519 |
| 5 | ALPHABET CLASS A | GOOGL | 1.16% | $1.4M | 4,517 |
| 6 | TAIWAN SEMICONDUCTOR MANUFACTURING | 2330.TW | 1.12% | $1.4M | 19,115 |
| 7 | ALPHABET CLASS C | GOOG | 0.94% | $1.2M | 3,685 |
| 8 | BROADCOM INC | AVGO | 0.93% | $1.2M | 3,606 |
| 9 | META PLATFORMS CLASS A | META | 0.88% | $1.1M | 1,704 |
| 10 | TESLA INC | TSLA | 0.68% | $842,828 | 2,264 |
Recent Holding Changes
| Date | Holding | Change | Details |
|---|---|---|---|
| 2026-10-27 | SWED-A.ST | Changed | 659 → 657 |
| 2026-10-27 | ZFCVINDIA.NS | Changed | 33 → 34 |
| 2026-10-27 | E5H.SI | Changed | 4731 → 4762 |
| 2026-10-27 | BAJFINANCE.NS | Changed | 1919 → 1928 |
| 2026-10-27 | 1111.SR | Changed | 37 → 38 |