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Quarterly IPO additions


Initial public offerings (IPOs) are added to the Russell Indexes on a quarterly basis. Adding IPOs, in addition to the annual
Russell Reconstitution of our indexes, leads to an enhanced market representation without significant turnover.

IPO additions calendar

Quarterly additions   1st quarter additions   3rd quarter additions   4th quarter additions
Initial offering period   12/1 - 2/28
11/16 - 2/15 for Russell Global
  6/1 - 8/31
5/16 - 8/15 for Russell Global
  9/1 - 11/30
8/16 - 11/15 for Russell Global
Rank date   February 28/29*   August 31*   November 30*
Announce date   March 15   September 15   Monday prior to add date
Add date   March 31*   September 30*   3rd Friday in December

*Or last business day of the month

IPO additions

All links are PDFs

3rd quarter 2009 Final
Russell Global Index
Russell 1000® Index
Russell 2000® Index
Russell 3000® Index
Russell Microcap

1st quarter 2009
Russell Global Index
Russell 3000® Index
Russell 1000® Index
The Russell 2000® Index and Russell Microcap® Index had no IPOs this quarter.

4th quarter 2008
Russell Global
Russell 3000
Russell 2000
Russell Microcap
The Russell 1000 had no IPOs this quarter.

3rd quarter 2008
Russell Global
Russell 3000
Russell 2000
Russell Microcap
The Russell 1000 had no IPOs this quarter.

1st quarter 2008
Russell Global
Russell 3000
Russell 2000
Russell Microcap
The Russell 1000 had no IPOs this quarter.

4th quarter 2007
Russell Global
Russell 3000
Russell 1000
Russell 2000
Russell Microcap

3rd quarter 2007
Russell 3000
Russell 1000
Russell 2000
Russell Microcap


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