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Iams Wealth Management’s Netflix NFLX Stock Holding History

Iams Wealth Management’s Portfolio NFLX Stock Details NFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,090
Closed -$1.75M – 190
2025
Q2 		$1.75M Buy
+13,090
New +$1.48M 0.8% 41
2025
Q1 		– Sell
-11,570
Closed -$1.03M – 171
2024
Q4 		$1.03M Buy
+11,570
New +$952K 0.47% 65
2024
Q1 		– Sell
-9,370
Closed -$456K – 124
2023
Q4 		$456K Buy
+9,370
New +$409K 0.3% 87

Other funds holding NFLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Iams Wealth Management's NFLX Position: Q3 2025 in Review

Iams Wealth Management sold out of Netflix (NFLX) in Q3 2025, closing a stake of 13,090 shares — an estimated $1.75M sold.

Iams Wealth Management first reported a position in NFLX in Q4 2023 and held it in 3 quarters. The position peaked at $1.75M in Q2 2025. 3,496 funds tracked by Wall St. Rank hold NFLX as of Q3 2025.

  • Iams Wealth Management reported no remaining Netflix position as of Q3 2025 after selling out during the quarter.
  • Iams Wealth Management sold 13,090 Netflix shares in Q3 2025, an estimated $1.75M.
  • Iams Wealth Management first reported a position in Netflix in Q4 2023 and held it in 3 quarters.
  • Iams Wealth Management's Netflix position peaked at $1.75M in Q2 2025.
  • 3,496 funds tracked by Wall St. Rank held Netflix as of Q3 2025.

Based on Iams Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.