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Not Investment Advice

ITDI

iShares LifePath Target Date 2065 ETF
1W: -1.1% 1M: +0.1% 3M: +3.4% YTD: +9.8% 1Y: +17.5%
$41.53
-0.03 (-0.06%)
 
Weekly Expected Move ±1.7%
$40 $41 $41 $42 $43
ETF AMEX · AUM $27.0M
Key Statistics
AUM$27M
Holdings7,905
Top 10 Wt20.0%
Volume459
Avg Volume3,355
Beta0.90
Portfolio Fundamentals
P/E17.0
P/B4.3
Div Yield1.63%
ROE27.2%
% Profitable52%
Inception2023-10-19
Sector Allocation
Technology 28.5%
Financial Services 16.6%
Industrials 11.3%
Healthcare 8.6%
Consumer Cyclical 8.2%
Communication Services 6.6%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 NVIDIA CORP NVDA 4.01% $1.1M 5,140
2 APPLE INC AAPL 4.00% $1.1M 3,186
3 MICROSOFT CORP MSFT 2.36% $624,811 1,637
4 AMAZON.COM INC AMZN 1.87% $496,099 2,137
5 ALPHABET INC CLASS A GOOGL 1.55% $410,489 1,284
6 TAIWAN SEMICONDUCTOR MANUFACTURING 2330.TW 1.54% $407,151 5,622
7 BROADCOM INC AVGO 1.48% $391,465 1,025
8 ALPHABET INC CLASS C GOOG 1.26% $334,278 1,048
9 META PLATFORMS INC CLASS A META 1.09% $288,257 484
10 MICRON TECHNOLOGY INC MU 0.86% $228,730 248

Recent Holding Changes

Date Holding Change Details
2026-07-28 0002.HK Changed 416 → 417
2026-07-28 2883.TW Changed 3603 → 3629
2026-07-28 INOXWIND.BO Changed 193 → 194
2026-07-28 OBEROIRLTY.BO Changed 28 → 29
2026-07-28 BTO.TO Changed 297 → 298

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms