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
2023 Q3	–	Sell	-5,080	Closed	-$218K	–	204
2023 Q2	$218K	Buy	+5,080	New	+$187K	0.08%	122

Other funds holding NFLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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.